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 |
|---|---|---|
VERUS3+ years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $28,447 |
MOSS ADAMS LLP3+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,340 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,092 |
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 | $40,919 | $48,835-16.2% | $170,442-76.0% | $177,276-76.9% |
| Participation rate | 97.3% | 72.1%+25.2pp | 83.6%+13.7pp | 74.8%+22.5pp |
| Annual return | 18.74% | 19.44%-0.7pp | 205.93%-187.2pp | 21.25%-2.5pp |
| Employer contribution / active EE | $4,470 | $1,798+148.6% | $5,433-17.7% | $2,479+80.3% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $8 | $52-85.4% | $13,880-99.9% | $154-95.1% |