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 |
|---|---|---|
FINANCIAL ADVOCATE ADV SVC2 years Service code 27 1601 COOPER PT. ROAD · OLYMPIA, WA 98502 | Advisory (Plan) | $31,385 |
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 | $70,547 | $42,548+65.8% | $74,550-5.4% | $56,287+25.3% |
| Participation rate | 83.2% | 60.5%+22.8pp | 69.1%+14.1pp | 69.9%+13.4pp |
| Annual return | 1.14% | 12.40%-11.3pp | 32.53%-31.4pp | -9.96%+11.1pp |
| Employer contribution / active EE | $1,462 | $855+71.0% | $1,961-25.4% | $2,111-30.7% |
| Participant deferral / active EE | $2,453 | $2,277+7.7% | $3,108-21.1% | $3,350-26.8% |
| Admin fee / account holder | $182 | $467-61.1% | $5,060-96.4% | $521-65.2% |