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.4+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $32,098 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 610 N 39TH AVE · YAKIMA, WA 989026348 | Accounting | $11,000 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $8,771 |
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 | $26,564 | $37,196-28.6% | $154,107-82.8% | $55,725-52.3% |
| Participation rate | 81.3% | 64.1%+17.2pp | 83.0%-1.7pp | 70.9%+10.5pp |
| Annual return | -4.40% | 1319.68%-1324.1pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,055 | $1,614+27.3% | $5,298-61.2% | $2,078-1.1% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $81 | $102-20.0% | $13,411-99.4% | $115-29.4% |