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 LTD4+ years Service code 26 · EIN 02-0532349 2753 S WASHINGTON ST · SEATTLE, WA 98144 | Advisory (Participants) | $20,000 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $15,645 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $14,442 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,579 | $70,908+36.2% | $98,907-2.4% | $73,488+31.4% |
| Participation rate | 49.5% | 73.8%-24.2pp | 76.0%-26.5pp | 70.7%-21.2pp |
| Annual return | 13.28% | 34.17%-20.9pp | 196.43%-183.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,248 | $2,036-38.7% | $2,689-53.6% | $2,270-45.0% |
| Participant deferral / active EE | $3,303 | $3,500-5.6% | $4,244-22.2% | $3,740-11.7% |
| Admin fee / account holder | $578 | $535+8.1% | $6,642-91.3% | $513+12.7% |