Filed February 3, 2003
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 |
|---|---|---|
MORAN KNOBEL1+ years Service code 15 · EIN 91-0964302 2125 112TH AVE NE, STE 140 · BELLEVUE, WA 98004 | Recordkeeping | $25,993 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH SUITE 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $20,012 |
CLARK NUBER1+ years Service code 10 · EIN 91-1194016 | Accounting | $8,900 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 12401 RESEARCH BLVD BUILDING · AUSTIN, TX 78759 | Custodial (other than securities) | $5,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,042 | $37,117+13.3% | $147,614-71.5% | $55,191-23.8% |
| Participation rate | 61.5% | 63.6%-2.1pp | 84.6%-23.1pp | 69.2%-7.6pp |
| Annual return | -0.04% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,196 | $1,620-26.2% | $5,564-78.5% | $1,899-37.0% |
| Participant deferral / active EE | $2,751 | $1,985+38.6% | $4,895-43.8% | $3,046-9.7% |
| Admin fee / account holder | $235 | $86+174.6% | $11,611-98.0% | $91+158.8% |