Filed January 27, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 91-0332033 ITS-SEATTLE, MAC P6540-148 · SEATTLE, WA 98104 | Recordkeeping | $93,931 |
MORAN KNOBEL1+ years Service code 15 · EIN 91-0964302 10900 NE 8TH STREET SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $6,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,699 | $42,772+102.7% | $87,507-0.9% | $55,167+57.2% |
| Participation rate | 76.4% | 66.5%+9.9pp | 73.8%+2.6pp | 69.0%+7.4pp |
| Annual return | 1.74% | 21.20%-19.5pp | 12.21%-10.5pp | 169.23%-167.5pp |
| Employer contribution / active EE | $903 | $1,277-29.3% | $2,550-64.6% | $1,963-54.0% |
| Participant deferral / active EE | $1,729 | $2,342-26.2% | $3,149-45.1% | $3,054-43.4% |
| Admin fee / account holder | $417 | $461-9.5% | $4,221-90.1% | $504-17.2% |