Filed June 10, 1996
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 91-1216229 8203 W. QUINAULT · KENNEWICK, WA 99336 | Advisory (Participants) | $190,420 |
RANDALL & HURLEY, INC.2+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $82,946 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 27-1228437 | Securities Custodian | $24,063 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,303 | $96,486-26.1% | $153,485-53.5% | $77,643-8.2% |
| Participation rate | 96.8% | 81.6%+15.1pp | 77.1%+19.7pp | 70.6%+26.2pp |
| Annual return | 9.21% | 14.44%-5.2pp | 15.65%-6.4pp | 31.24%-22.0pp |
| Employer contribution / active EE | $3,134 | $5,224-40.0% | $5,039-37.8% | $2,726+15.0% |
| Participant deferral / active EE | $4,062 | $6,609-38.5% | $6,757-39.9% | $4,647-12.6% |
| Admin fee / account holder | $399 | $182+118.8% | $12,724-96.9% | $430-7.2% |