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 |
|---|---|---|
VERUS3+ years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $55,553 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,340 |
MOSS ADAMS LLP3+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $22,666 |
SEYFARTH SHAW LLP1 year Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $5,870 |
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 | $78,532 | $48,835+60.8% | $170,442-53.9% | $177,276-55.7% |
| Participation rate | 72.2% | 72.1%+0.1pp | 83.6%-11.4pp | 74.8%-2.6pp |
| Annual return | 18.00% | 19.44%-1.4pp | 205.93%-187.9pp | 21.25%-3.3pp |
| Employer contribution / active EE | $985 | $1,798-45.2% | $5,433-81.9% | $2,479-60.3% |
| Participant deferral / active EE | $5,084 | $2,757+84.4% | $4,939+2.9% | $3,881+31.0% |
| Admin fee / account holder | $16 | $52-70.1% | $13,880-99.9% | $154-89.9% |