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 & BETTS3 years Filed as: FARMER & BETTS INC Service code 13 6010 20TH ST E STE 1 · TACOMA, WA 98424 | Contract Administrator | $4,771 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,063 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,452 | $73,933-49.3% | $96,683-61.3% | $75,163-50.2% |
| Participation rate | 79.4% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.2pp |
| Annual return | 7.90% | 26.70%-18.8pp | 35.69%-27.8pp | 160.62%-152.7pp |
| Employer contribution / active EE | $3,105 | $2,928+6.1% | $3,737-16.9% | $2,670+16.3% |
| Participant deferral / active EE | $1,927 | $3,659-47.3% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $8 | $5,216-99.8% | $6,730-99.9% | $5,651-99.9% |