Filed May 22, 1996
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 8-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 |
|---|---|---|
DUNCAN & HALEY LTD2+ years Service code 26 · EIN 02-0532349 105 S MAIN ST, SUITE 205 · SEATTLE, WA 98104 | Advisory (Participants) | $20,000 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $18,070 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $14,746 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,797 |
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 | $132,028 | $99,032+33.3% | $80,019+65.0% | $135,375-2.5% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | 0.18% | 15.39%-15.2pp | 11.22%-11.0pp | 519.73%-519.6pp |
| Employer contribution / active EE | $4,140 | $3,043+36.0% | $2,468+67.8% | $4,779-13.4% |
| Participant deferral / active EE | $10,098 | $4,282+135.8% | $3,686+174.0% | $5,609+80.0% |
| Admin fee / account holder | $612 | $10,436-94.1% | $6,521-90.6% | $10,827-94.3% |