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 FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,839 |
BLUM SHAPIRO1 year Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Other Fees | $5,775 |
BBM FINANCIAL SERVICES, INC4 years Filed as: BBM FINANCIAL SERVICES INC Service code 99 1440 N 16TH AVE · YAKIMA, WA 989021381 | Other Fees | $3,750 |
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 | $45,234 | $58,101-22.1% | $118,925-62.0% | $73,409-38.4% |
| Participation rate | 41.2% | 56.1%-14.9pp | 75.4%-34.2pp | 72.2%-31.0pp |
| Annual return | 9.69% | 20.56%-10.9pp | 35.88%-26.2pp | 59.29%-49.6pp |
| Employer contribution / active EE | $605 | $1,445-58.2% | $3,263-81.5% | $2,234-72.9% |
| Participant deferral / active EE | $983 | $2,400-59.0% | $4,265-77.0% | $3,805-74.2% |
| Admin fee / account holder | $79 | $138-42.6% | $6,581-98.8% | $158-49.8% |