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 FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 6625 · FORT MILL, SC 29715 | Advisory (Plan) | $35,521 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,183 |
Filed as: ALDRICH CPAS & ADVISORS LLP Service code 10 680 HAWTHORNE AVE SE · SALEM, OR 973010041 | Accounting | $16,117 |
MT. HOOD PENSION SERVICE, LLC11+ 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 | $139,734 | $95,803+45.9% | $113,168+23.5% | $84,808+64.8% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 13.92% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,070 | $2,360+30.1% | $2,975+3.2% | $2,631+16.7% |
| Participant deferral / active EE | $8,156 | $4,242+92.3% | $5,107+59.7% | $4,212+93.7% |
| Admin fee / account holder | $573 | $8,989-93.6% | $12,068-95.3% | $7,344-92.2% |