Filed December 20, 2012
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 |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $35,587 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,611 |
Filed as: ALDRICH CPAS & ADVISORS LLP Service code 10 680 HAWTHORNE AVE SE · SALEM, OR 973010041 | Accounting | $15,488 |
MT. HOOD PENSION SERVICE, LLC10+ years Service code 13 · EIN 22-3859477 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,033 | $86,922+35.8% | $102,438+15.2% | $80,874+45.9% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 14.88% | 18.90%-4.0pp | 29.37%-14.5pp | 35.62%-20.7pp |
| Employer contribution / active EE | $3,208 | $2,369+35.4% | $3,024+6.1% | $2,756+16.4% |
| Participant deferral / active EE | $9,260 | $4,119+124.8% | $5,054+83.2% | $4,297+115.5% |
| Admin fee / account holder | $501 | $8,050-93.8% | $9,448-94.7% | $6,935-92.8% |