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 LLC5 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $54,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,288 | $65,435+94.5% | $86,677+46.9% | $66,914+90.2% |
| Participation rate | 95.0% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -14.92% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,447 | $2,153+13.7% | $2,836-13.7% | $2,544-3.8% |
| Participant deferral / active EE | $8,763 | $4,100+113.7% | $4,656+88.2% | $4,237+106.8% |
| Admin fee / account holder | $601 | $642-6.4% | $7,493-92.0% | $593+1.2% |