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) | $98,471 |
RANDALL & HURLEY, INC.3 years Service code 15 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $19,783 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 27-1228437 | Securities Custodian | $11,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,411 | $86,897-58.1% | $151,611-76.0% | $64,808-43.8% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.5%+7.5pp | 71.5%+23.5pp |
| Annual return | -9.85% | -3.57%-6.3pp | 3.33%-13.2pp | 32.82%-42.7pp |
| Employer contribution / active EE | $1,334 | $4,010-66.7% | $6,166-78.4% | $2,506-46.8% |
| Participant deferral / active EE | $3,941 | $6,690-41.1% | $8,363-52.9% | $4,310-8.6% |
| Admin fee / account holder | $216 | $153+41.4% | $11,616-98.1% | $188+15.2% |