Filed December 26, 2004
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 |
|---|---|---|
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 6010 20TH ST E STE 1 · TACOMA, WA 98424 | Contract Administrator | $10,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,906 | $69,362-54.0% | $101,248-68.5% | $73,488-56.6% |
| Participation rate | 63.4% | 68.4%-5.0pp | 75.8%-12.4pp | 70.7%-7.3pp |
| Annual return | 14.93% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,061 | $2,628-21.6% | $3,660-43.7% | $2,270-9.2% |
| Participant deferral / active EE | $1,204 | $3,300-63.5% | $4,370-72.4% | $3,740-67.8% |
| Admin fee / account holder | $128 | $704-81.8% | $5,945-97.9% | $513-75.1% |