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.2+ years Service code 15 · EIN 91-0332033 ITS-SEATTLE, MAC P6540-148 · SEATTLE, WA 98104 | Recordkeeping | $101,123 |
MORAN KNOBEL2+ years Service code 15 · EIN 91-0964302 10900 NE 8TH STREET SUITE 1310 · BELLEVUE, WA 98004 | Recordkeeping | $6,320 |
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 | $94,170 | $47,448+98.5% | $94,993-0.9% | $62,292+51.2% |
| Participation rate | 73.9% | 66.5%+7.4pp | 73.9%0pp | 69.5%+4.4pp |
| Annual return | 14.66% | 22.64%-8.0pp | 27.12%-12.5pp | 28.90%-14.2pp |
| Employer contribution / active EE | $971 | $1,300-25.3% | $2,603-62.7% | $2,042-52.4% |
| Participant deferral / active EE | $1,860 | $2,375-21.7% | $3,317-43.9% | $3,169-41.3% |
| Admin fee / account holder | $463 | $434+6.6% | $4,960-90.7% | $479-3.4% |