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 | $45,564 |
BRIGHTON JONES LLC2 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $43,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $104,200 | $65,376+59.4% | $87,100+19.6% | $65,185+59.9% |
| Participation rate | 93.4% | 75.3%+18.1pp | 76.9%+16.6pp | 70.2%+23.2pp |
| Annual return | 22.96% | 31.27%-8.3pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,363 | $1,822+29.7% | $2,521-6.3% | $2,177+8.6% |
| Participant deferral / active EE | $8,177 | $3,388+141.3% | $4,049+102.0% | $3,514+132.7% |
| Admin fee / account holder | $422 | $520-18.9% | $7,497-94.4% | $847-50.2% |