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AAA Washington

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

AAA Washington

73
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (68)
Highest in Peer Group (92)

Plan Description

AAA Washington 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 35% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. AAA Washington 401k Savings Plan currently has over 800 active participants and over $55.1M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (73) and the top rated plan (92) could equate to:
13
Additional years of work
134,363
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 3605 132nd Ave Se
  • Location
    Bellevue , WA
    • 98006
  • Industry
    Transportation and Warehousing
  • Administrator
    Carrie Wilson
  • Net Plan Assets
    $55,100,000
  • Total Participants
    860
  • Avg Account Balance
    $71,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Average

Peer Group Plans

Company Rating
Epps Air Service 83.7
Group Voyagers 80.9
Loram Maintenance of Way 74.9
Livingston International 70.4
Pearce Industries 55.5
Export Packaging Co. 54.4

Top Industry Articles

exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
exclusives
DOL’s ESG Restrictions Prompt Retirement Industry Head Scratching
Broad based demand is building among U.S. retirement plan investors for access to environmentally and socially responsible investments, leaving industry analysts wondering why new restrictions are being proposed by the Trump administration.
August 5, 2020
exclusives
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
June 9, 2020
Investing
CARES Act Withdrawals From TSP Averaged $26,270

The nearly 4,000 withdrawals totaled almost $100 million.

August 4, 2020
exclusives
Four Things to Know About Changes to Employer Contributions
Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the impact of making certain plan changes.
August 7, 2020

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 42%
44%
Fidelity Growth Company 13%
7%
Fidelity Total Market Index 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Investment Adviser
Strategic Advisors
Auditor
Clark Nuber P.S.

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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