Filed November 3, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
BRIGHTON JONES LLC1 year Service code 27 · EIN 91-2007475 | Advisory (Plan) | $14,984 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,525 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,838 |
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 | $50,731 | $37,196+36.4% | $154,107-67.1% | $55,725-9.0% |
| Participation rate | 37.5% | 64.1%-26.6pp | 83.0%-45.6pp | 70.9%-33.4pp |
| Annual return | 12.08% | 1319.68%-1307.6pp | 735.12%-723.0pp | 244.93%-232.9pp |
| Employer contribution / active EE | $853 | $1,614-47.2% | $5,298-83.9% | $2,078-59.0% |
| Participant deferral / active EE | $1,382 | $2,068-33.2% | $5,081-72.8% | $3,356-58.8% |
| Admin fee / account holder | $96 | $102-5.3% | $13,411-99.3% | $115-16.5% |