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 KNOBEL3+ years Service code 15 · EIN 91-0964302 2125 112TH AVE NE, STE 140 · BELLEVUE, WA 98004 | Recordkeeping | $28,549 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 1605 NW SAMMAMISH SUITE 250 · ISSAQUAH, WA 98027 | Advisory (Plan) | $18,602 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 12401 RESEARCH BLVD BUILDING · AUSTIN, TX 78759 | Custodial (other than securities) | $3,902 |
CLARK NUBER3+ years Service code 10 · EIN 91-1194016 | Accounting | $0 |
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 | $43,558 | $55,453-21.4% | $170,442-74.4% | $62,292-30.1% |
| Participation rate | 67.4% | 66.4%+1.0pp | 83.6%-16.2pp | 69.5%-2.1pp |
| Annual return | 15.68% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,409 | $2,164-34.9% | $5,433-74.1% | $2,042-31.0% |
| Participant deferral / active EE | $3,769 | $2,303+63.7% | $4,939-23.7% | $3,169+18.9% |
| Admin fee / account holder | $220 | $455-51.7% | $13,880-98.4% | $479-54.2% |