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 KNOBEL2+ years Service code 15 · EIN 91-0964302 2125 112TH AVE NE, STE 140 · BELLEVUE, WA 98004 | Recordkeeping | $28,802 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH SUITE 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $18,484 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 12401 RESEARCH BLVD BUILDING · AUSTIN, TX 78759 | Custodial (other than securities) | $6,903 |
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,348 | $36,916-1.5% | $156,549-76.8% | $57,658-37.0% |
| Participation rate | 60.4% | 63.4%-3.0pp | 84.0%-23.6pp | 70.2%-9.8pp |
| Annual return | 4.67% | 12.38%-7.7pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $1,183 | $1,571-24.7% | $5,501-78.5% | $1,974-40.1% |
| Participant deferral / active EE | $2,800 | $1,926+45.4% | $4,871-42.5% | $3,061-8.5% |
| Admin fee / account holder | $208 | $82+151.7% | $13,027-98.4% | $95+119.6% |