Filed October 10, 2012
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 27 520 KIRKLAND WAY STE 300 · KIRKLAND, WA 98033 | Advisory (Plan) | $8,663 |
Service code 13 1801 MARKET STREET · PHILADELPHAI, PA 19103 | Contract Administrator | $7,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,044 | $42,548-3.5% | $74,550-44.9% | $56,287-27.1% |
| Participation rate | 15.7% | 60.5%-44.8pp | 69.1%-53.4pp | 69.9%-54.1pp |
| Annual return | -6.41% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $531 | $2,277-76.7% | $3,108-82.9% | $3,350-84.1% |
| Admin fee / account holder | $657 | $467+40.7% | $5,060-87.0% | $521+26.1% |