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 |
|---|---|---|
BRIGHTON JONES LLC3 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $46,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,368 |
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.
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 | $122,314 | $73,638+66.1% | $95,952+27.5% | $73,488+66.4% |
| Participation rate | 94.5% | 76.2%+18.4pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 11.42% | 16.78%-5.4pp | 91.61%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,660 | $1,863-10.9% | $2,541-34.7% | $2,270-26.9% |
| Participant deferral / active EE | $8,047 | $3,617+122.5% | $4,167+93.1% | $3,740+115.2% |
| Admin fee / account holder | $495 | $482+2.6% | $6,795-92.7% | $513-3.6% |