Filed September 1, 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 9-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 |
|---|---|---|
VERUS1+ years Service code 27 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $55,508 |
MOSS ADAMS LLP1+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $23,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,923 |
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 | $63,869 | $63,964-0.1% | $147,614-56.7% | $67,505-5.4% |
| Participation rate | 76.8% | 68.6%+8.2pp | 84.6%-7.8pp | 71.2%+5.6pp |
| Annual return | 0.09% | 9.05%-9.0pp | 61.98%-61.9pp | 6.52%-6.4pp |
| Employer contribution / active EE | $1,028 | $1,618-36.5% | $5,564-81.5% | $2,173-52.7% |
| Participant deferral / active EE | $5,158 | $2,589+99.2% | $4,895+5.4% | $3,597+43.4% |
| Admin fee / account holder | $15 | $43-65.0% | $11,611-99.9% | $56-73.3% |