Filed June 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIRST PACIFIC FINANCIAL INC7 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $39,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $30,480 |
PENSION PLAN SPECIALISTS, PC7 years Filed as: PENSION PLAN SPECIALISTS Service code 13 | Contract Administrator | $10,000 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $6,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,007 | $78,485+3.2% | $106,213-23.7% | $74,495+8.7% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 14.79% | 15.95%-1.2pp | 116.14%-101.3pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $790 | $2,523-68.7% | $3,171-75.1% | $2,623-69.9% |
| Participant deferral / active EE | $4,581 | $4,322+6.0% | $5,016-8.7% | $4,346+5.4% |
| Admin fee / account holder | $404 | $2,232-81.9% | $11,033-96.3% | $1,942-79.2% |