Filed November 8, 2016
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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,480 |
BBM FINANCIAL SERVICES, INC2 years Filed as: BBM FINANCIAL SERVICES INC Service code 99 1440 N 16TH AVE · YAKIMA, WA 989021381 | Other Fees | $5,000 |
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 | $37,099 | $107,440-65.5% | $105,738-64.9% | $55,725-33.4% |
| Participation rate | 40.1% | 55.5%-15.4pp | 76.3%-36.3pp | 70.9%-30.8pp |
| Annual return | -4.28% | -0.59%-3.7pp | 6.27%-10.6pp | 244.93%-249.2pp |
| Employer contribution / active EE | $517 | $1,448-64.3% | $3,268-84.2% | $2,078-75.1% |
| Participant deferral / active EE | $891 | $2,171-59.0% | $4,080-78.2% | $3,356-73.4% |
| Admin fee / account holder | $58 | $283-79.4% | $6,913-99.2% | $115-49.2% |