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 | $14,466 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 610 N 39TH AVE · YAKIMA, WA 989026348 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,629 | $37,196-63.4% | $154,107-91.2% | $55,725-75.5% |
| Participation rate | 68.6% | 64.1%+4.5pp | 83.0%-14.5pp | 70.9%-2.3pp |
| Annual return | 0.48% | 1319.68%-1319.2pp | 735.12%-734.6pp | 244.93%-244.5pp |
| Employer contribution / active EE | $466 | $1,614-71.1% | $5,298-91.2% | $2,078-77.6% |
| Participant deferral / active EE | $1,925 | $2,068-6.9% | $5,081-62.1% | $3,356-42.6% |
| Admin fee / account holder | $52 | $102-49.2% | $13,411-99.6% | $115-55.2% |