Filed January 1, 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 9-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 |
|---|---|---|
PACIFIC WEALTH MANAGEMENT2 years Filed as: PACIFIC WEALTH ADVISORS DBA PACIFIC Service code 27 701 5TH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $51,674 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,213 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,356 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,950 | $91,407+198.6% | $135,903+100.8% | $71,457+282.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.21% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $14,572 | $3,703+293.5% | $4,856+200.1% | $2,588+463.1% |
| Participant deferral / active EE | $9,316 | $7,092+31.4% | $7,758+20.1% | $4,289+117.2% |
| Admin fee / account holder | $323 | $1,266-74.5% | $10,762-97.0% | $1,587-79.7% |