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 LTD7+ years Service code 26 · EIN 02-0532349 2753 S WASHINGTON ST · SEATTLE, WA 98144 | Advisory (Participants) | $20,000 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $16,455 |
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $16,078 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,656 |
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 | $80,878 | $71,516+13.1% | $98,439-17.8% | $71,457+13.2% |
| Participation rate | 47.3% | 72.7%-25.4pp | 75.2%-27.8pp | 67.9%-20.6pp |
| Annual return | 17.18% | 32.41%-15.2pp | 21.16%-4.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,220 | $2,399-49.1% | $3,048-60.0% | $2,588-52.9% |
| Participant deferral / active EE | $3,263 | $4,109-20.6% | $4,738-31.1% | $4,289-23.9% |
| Admin fee / account holder | $506 | $1,675-69.8% | $8,948-94.3% | $1,587-68.1% |