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 SVC4 years Service code 27 1601 COOPER PT. ROAD · OLYMPIA, WA 98502 | Advisory (Plan) | $25,773 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $4,634 |
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 | $69,853 | $54,573+28.0% | $90,951-23.2% | $73,488-4.9% |
| Participation rate | 93.4% | 61.2%+32.2pp | 69.0%+24.4pp | 70.7%+22.7pp |
| Annual return | 8.34% | 16.69%-8.3pp | 134.60%-126.3pp | 28.51%-20.2pp |
| Employer contribution / active EE | $1,781 | $991+79.7% | $2,122-16.1% | $2,270-21.5% |
| Participant deferral / active EE | $3,009 | $2,517+19.6% | $3,373-10.8% | $3,740-19.5% |
| Admin fee / account holder | $173 | $521-66.8% | $5,959-97.1% | $513-66.3% |