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 |
|---|---|---|
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $24,875 |
DUNCAN & HALEY LTD6+ years Service code 26 · EIN 02-0532349 2753 S WASHINGTON ST · SEATTLE, WA 98144 | Advisory (Participants) | $20,000 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $16,428 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,685 |
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 | $67,754 | $72,607-6.7% | $90,749-25.3% | $66,914+1.3% |
| Participation rate | 51.0% | 73.7%-22.6pp | 75.7%-24.6pp | 69.8%-18.8pp |
| Annual return | -12.98% | -12.28%-0.7pp | -12.16%-0.8pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,136 | $2,369-52.0% | $2,921-61.1% | $2,544-55.3% |
| Participant deferral / active EE | $3,286 | $3,977-17.4% | $4,564-28.0% | $4,237-22.4% |
| Admin fee / account holder | $583 | $707-17.6% | $8,445-93.1% | $593-1.8% |