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 |
|---|---|---|
VERUS2+ years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $27,214 |
MOSS ADAMS LLP2+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,225 |
K&L GATES1 year Filed as: K AND L GATES Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $5,739 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,906 |
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 | $37,191 | $37,213-0.1% | $156,549-76.2% | $63,975-41.9% |
| Participation rate | 97.7% | 65.0%+32.7pp | 84.0%+13.7pp | 71.1%+26.6pp |
| Annual return | 7.92% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $4,553 | $1,357+235.5% | $5,501-17.2% | $2,182+108.7% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $56-84.8% | $13,027-99.9% | $70-87.9% |