Filed December 16, 2013
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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $22,902 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $6,813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,592 | $36,916-22.5% | $156,549-81.7% | $57,658-50.4% |
| Participation rate | 91.9% | 63.4%+28.5pp | 84.0%+7.9pp | 70.2%+21.7pp |
| Annual return | 7.97% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,270 | $1,571+44.6% | $5,501-58.7% | $1,974+15.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $61 | $82-26.5% | $13,027-99.5% | $95-35.8% |