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 MANAGEMENT3 years Filed as: PACIFIC WEALTH ADVISORS DBA PACIFIC Service code 27 450 ALASKAN WY S STE 500 · SEATTLE, WA 98104 | Advisory (Plan) | $71,713 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,693 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,290 |
Service code 27 4514 MAIN ST APT 1036 · JUPITER, FL 33458 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $285,661 | $101,317+181.9% | $146,958+94.4% | $74,495+283.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.72% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $15,812 | $3,810+315.0% | $4,933+220.5% | $2,623+502.8% |
| Participant deferral / active EE | $9,473 | $7,303+29.7% | $8,070+17.4% | $4,346+118.0% |
| Admin fee / account holder | $431 | $1,739-75.2% | $12,998-96.7% | $1,942-77.8% |