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 SVC3 years Service code 27 1601 COOPER PT. ROAD · OLYMPIA, WA 98502 | Advisory (Plan) | $33,646 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $5,144 |
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 | $70,435 | $49,138+43.3% | $84,015-16.2% | $65,185+8.1% |
| Participation rate | 95.8% | 60.7%+35.0pp | 69.0%+26.8pp | 70.2%+25.6pp |
| Annual return | 11.26% | 23.00%-11.7pp | 71.31%-60.0pp | 29.38%-18.1pp |
| Employer contribution / active EE | $1,682 | $914+84.1% | $1,983-15.2% | $2,177-22.7% |
| Participant deferral / active EE | $2,653 | $2,397+10.7% | $3,239-18.1% | $3,514-24.5% |
| Admin fee / account holder | $161 | $543-70.3% | $6,101-97.4% | $847-80.9% |