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 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 |
|---|---|---|
VERUS1+ years Service code 27 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $26,992 |
MOSS ADAMS LLP1+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,201 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,728 |
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 | $36,862 | $37,039-0.5% | $147,614-75.0% | $59,188-37.7% |
| Participation rate | 97.7% | 63.8%+33.9pp | 84.6%+13.1pp | 69.4%+28.3pp |
| Annual return | -0.15% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $4,850 | $1,353+258.5% | $5,564-12.8% | $2,098+131.2% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $9 | $60-85.1% | $11,611-99.9% | $92-90.3% |