Filed November 28, 1997
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 |
|---|---|---|
EDWARD JONES1 year Service code 26 305 5TH ST · CLARKSTON, WA 99403 | Advisory (Participants) | $10,642 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,228 | $47,977+21.4% | $154,107-62.2% | $56,287+3.4% |
| Participation rate | 55.1% | 66.2%-11.1pp | 83.0%-28.0pp | 69.9%-14.8pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.12%-739.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $386 | $2,169-82.2% | $5,298-92.7% | $2,111-81.7% |
| Participant deferral / active EE | $2,937 | $2,392+22.8% | $5,081-42.2% | $3,350-12.3% |
| Admin fee / account holder | $230 | $438-47.5% | $13,411-98.3% | $521-55.8% |