Retirement plan

SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN

Name: SOLID GROUND WASHINGTON - SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN (2015) Form 5500
Creator: SOLID GROUND WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN, SOLID GROUND WASHINGTON

SOLID GROUND WASHINGTONEIN 23-7421892Plan #001PY 2015

1501 N 45TH STREET - SEATTLE, WA 981036708206-694-6700

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

No prior year

Total participants

331

No prior year

Average account balance

$18,021

No prior year

Annual return

-1.84%

No prior year

Benchmarks

See 4,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort4,452 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$34K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

391

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

89.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$107

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136	Contract Administrator	$19,155
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202	Securities Custodian	$4,069

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$99 / participant

Contract admin$19K82.5%
Other / not subdivided$4K17.5%

% of EOY assets

0.403%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: JACOBSEN JARVIS & CO, PLLC
Auditor EIN: 912011386
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,021

$46,360-61.1%

$147,617-87.8%

$52,331-65.6%

Participation rate

95.3%

64.9%+30.4pp

84.6%+10.7pp

68.1%+27.2pp

Annual return

-1.84%

1.62%-3.5pp

61.98%-63.8pp

4.54%-6.4pp

Employer contribution / active EE

$1,595

$2,126-25.0%

$5,564-71.3%

$1,882-15.2%

Participant deferral / active EE

$1,901

$2,258-15.8%

$4,895-61.2%

$3,022-37.1%

Admin fee / account holder

$73

$766-90.5%

$11,612-99.4%

$592-87.7%

Provider

Service type

Compensation

NORTHWEST PLAN SERVICES, INC.1+ years

Service code 13 · EIN 91-2090931

5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136

Contract Administrator

$19,155

MATRIX TRUST COMPANY1+ years

Filed as: MG TRUST CO D/B/A MATRIX TRUST CO

Service code 19 · EIN 75-3182674

717 17TH STREET, SUITE 1300 · DENVER, CO 80202

Securities Custodian

$4,069

SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion