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 LLC2 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $23,297 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $55,094 | $62,928-12.4% | $172,739-68.1% | $67,579-18.5% |
| Participation rate | 37.5% | 64.5%-27.0pp | 82.6%-45.1pp | 71.3%-33.8pp |
| Annual return | 3.37% | 30.36%-27.0pp | 802.84%-799.5pp | 378.56%-375.2pp |
| Employer contribution / active EE | $906 | $1,636-44.6% | $5,143-82.4% | $2,148-57.8% |
| Participant deferral / active EE | $1,336 | $2,145-37.7% | $5,198-74.3% | $3,539-62.2% |
| Admin fee / account holder | $78 | $167-53.0% | $13,954-99.4% | $142-45.0% |