Filed July 17, 1
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 37 · EIN 04-2647786 | Loan Processing | $44,374 |
BRIGHTON JONES LLC1 year Service code 27 · EIN 91-2007475 | Advisory (Plan) | $43,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,180 | $59,186+30.4% | $76,768+0.5% | $56,287+37.1% |
| Participation rate | 95.9% | 75.2%+20.7pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -6.74% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,646 | $1,759-6.4% | $2,485-33.8% | $2,111-22.0% |
| Participant deferral / active EE | $7,332 | $3,255+125.3% | $3,852+90.4% | $3,350+118.9% |
| Admin fee / account holder | $392 | $489-19.8% | $6,675-94.1% | $521-24.7% |