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 FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,718 |
BBM FINANCIAL SERVICES, INC3 years Filed as: BBM FINANCIAL SERVICES INC Service code 13 1440 N 16TH AVE · YAKIMA, WA 989021381 | Contract Administrator | $5,000 |
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.
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 | $42,390 | $124,414-65.9% | $115,157-63.2% | $67,579-37.3% |
| Participation rate | 37.8% | 58.1%-20.3pp | 75.9%-38.1pp | 71.3%-33.5pp |
| Annual return | 18.60% | 29.40%-10.8pp | 35.60%-17.0pp | 378.56%-360.0pp |
| Employer contribution / active EE | $527 | $1,454-63.8% | $3,179-83.4% | $2,148-75.5% |
| Participant deferral / active EE | $862 | $2,331-63.0% | $4,168-79.3% | $3,539-75.7% |
| Admin fee / account holder | $52 | $361-85.7% | $7,088-99.3% | $142-63.7% |