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) | $68,734 |
RANDALL & HURLEY, INC.5+ years Filed as: RANDALL & HURLEY, INC Service code 15 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $14,299 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 19 · EIN 20-0937408 | Securities Custodian | $6,884 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 | Securities Custodian | $0 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,087 | $88,515-58.1% | $162,163-77.1% | $67,579-45.1% |
| Participation rate | 81.3% | 86.8%-5.5pp | 87.6%-6.2pp | 71.3%+10.0pp |
| Annual return | 21.19% | 27.04%-5.8pp | 115.59%-94.4pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,165 | $3,563-67.3% | $5,614-79.3% | $2,148-45.8% |
| Participant deferral / active EE | $3,184 | $5,724-44.4% | $7,298-56.4% | $3,539-10.0% |
| Admin fee / account holder | $213 | $124+72.3% | $10,843-98.0% | $142+49.7% |