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 FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $31,374 |
BBM FINANCIAL SERVICES, INC2 years Filed as: BBM FINANCIAL SERVICES, INC. DBA AL Service code 27 1440 N. 16TH AVE · YAKIMA, WA 98902 | Advisory (Plan) | $27,312 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,258 | $216,711-73.6% | $136,749-58.1% | $85,563-33.1% |
| Participation rate | 16.8% | 51.7%-35.0pp | 72.1%-55.4pp | 66.0%-49.2pp |
| Annual return | 14.23% | 15.26%-1.0pp | 24.33%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $384 | $1,660-76.9% | $3,400-88.7% | $2,654-85.5% |
| Participant deferral / active EE | $826 | $2,635-68.6% | $4,692-82.4% | $4,375-81.1% |
| Admin fee / account holder | $278 | $1,223-77.3% | $11,386-97.6% | $834-66.7% |