Filed June 8, 2009
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 27 1601 COOPER PT. ROAD · OLYMPIA, WA 98502 | Advisory (Plan) | $28,066 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $7,070 |
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 | $66,089 | $51,466+28.4% | $78,778-16.1% | $62,292+6.1% |
| Participation rate | 89.5% | 59.8%+29.7pp | 69.2%+20.3pp | 69.5%+20.0pp |
| Annual return | 12.10% | 19.96%-7.9pp | 35.62%-23.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,385 | $827+67.4% | $1,986-30.3% | $2,042-32.2% |
| Participant deferral / active EE | $2,402 | $2,147+11.8% | $2,958-18.8% | $3,169-24.2% |
| Admin fee / account holder | $186 | $489-62.1% | $5,134-96.4% | $479-61.3% |