Filed March 10, 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 |
|---|---|---|
Filed as: ELLIOTT COVE CAPITAL MGMT Service code 26 · EIN 82-0579238 1000 SECOND AVENUE, SUITE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $7,755 |
LT TRUST COMPANY1 year Service code 12 · EIN 61-1607607 1675 BROADWAY ST., STE. 500 · DENVER, CO 80202 | Direct payment from the plan; Custodi... | $2,877 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $68,236 | $136,307-49.9% | $177,821-61.6% | $73,488-7.1% |
| Participation rate | 80.8% | 86.1%-5.3pp | 87.7%-6.9pp | 70.7%+10.1pp |
| Annual return | -1.38% | 18.68%-20.1pp | 48.32%-49.7pp | 28.51%-29.9pp |
| Employer contribution / active EE | $2,447 | $3,712-34.1% | $5,918-58.6% | $2,270+7.8% |
| Participant deferral / active EE | $4,852 | $5,829-16.8% | $7,714-37.1% | $3,740+29.7% |
| Admin fee / account holder | $115 | $596-80.7% | $12,427-99.1% | $513-77.6% |