Filed August 31, 2016 (most recent of 5 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 |
|---|---|---|
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,996 | $62,928-87.3% | $172,739-95.4% | $67,579-88.2% |
| Participation rate | 66.7% | 64.5%+2.2pp | 82.6%-16.0pp | 71.3%-4.6pp |
| Annual return | 19.74% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,687 | $1,636+3.1% | $5,143-67.2% | $2,148-21.5% |
| Participant deferral / active EE | $607 | $2,145-71.7% | $5,198-88.3% | $3,539-82.8% |
| Admin fee / account holder | $101 | $167-39.2% | $13,954-99.3% | $142-28.8% |