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 |
|---|---|---|
VERUS2+ years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $55,286 |
MOSS ADAMS LLP2+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $23,375 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,342 |
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 | $68,104 | $43,110+58.0% | $156,549-56.5% | $65,292+4.3% |
| Participation rate | 75.2% | 69.3%+5.9pp | 84.0%-8.8pp | 72.4%+2.8pp |
| Annual return | 8.20% | 11.24%-3.0pp | 32.23%-24.0pp | 11.84%-3.6pp |
| Employer contribution / active EE | $1,009 | $1,702-40.7% | $5,501-81.7% | $2,302-56.2% |
| Participant deferral / active EE | $5,008 | $2,520+98.7% | $4,871+2.8% | $3,579+39.9% |
| Admin fee / account holder | $15 | $47-67.7% | $13,027-99.9% | $57-73.4% |