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 |
|---|---|---|
BLUM SHAPIRO4 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $16,170 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,997 |
BBM FINANCIAL SERVICES, INC7 years Filed as: BBM FINANCIAL SERVICES INC Service code 27 1440 N 16TH AVE · YAKIMA, WA 989021381 | Advisory (Plan) | $5,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,856 | $57,739-22.3% | $112,229-60.0% | $74,419-39.7% |
| Participation rate | 36.4% | 55.6%-19.2pp | 72.4%-36.1pp | 70.7%-34.4pp |
| Annual return | 12.39% | 19.52%-7.1pp | 30.20%-17.8pp | 34.38%-22.0pp |
| Employer contribution / active EE | $749 | $1,675-55.3% | $3,430-78.2% | $2,637-71.6% |
| Participant deferral / active EE | $1,451 | $2,891-49.8% | $4,798-69.8% | $4,528-68.0% |
| Admin fee / account holder | $168 | $462-63.6% | $7,748-97.8% | $348-51.6% |