Filed May 9, 2016 (most recent of 6 filings on file)
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 |
|---|---|---|
Service code 26 · EIN 91-1216229 8203 WEST QUINAULT AVE, SUITE 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $42,278 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 27 · EIN 20-0937408 | Advisory (Plan) | $5,227 |
RANDALL & HURLEY, INC.1+ years Filed as: RANDALL & HURLEY, INC Service code 15 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $4,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,708 | $70,667-56.5% | $123,104-75.1% | $52,331-41.3% |
| Participation rate | 79.5% | 83.7%-4.2pp | 86.8%-7.3pp | 68.1%+11.4pp |
| Annual return | -1.22% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,237 | $2,946-58.0% | $5,151-76.0% | $1,882-34.3% |
| Participant deferral / active EE | $2,964 | $4,493-34.0% | $6,230-52.4% | $3,022-1.9% |
| Admin fee / account holder | $211 | $506-58.4% | $9,015-97.7% | $592-64.4% |