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.5+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $21,923 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 610 N 39TH AVE · YAKIMA, WA 989026348 | Accounting | $2,000 |
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 | $15,719 | $62,928-75.0% | $172,739-90.9% | $67,579-76.7% |
| Participation rate | 71.4% | 64.5%+6.9pp | 82.6%-11.3pp | 71.3%+0.1pp |
| Annual return | 24.43% | 30.36%-5.9pp | 802.84%-778.4pp | 378.56%-354.1pp |
| Employer contribution / active EE | $457 | $1,636-72.1% | $5,143-91.1% | $2,148-78.7% |
| Participant deferral / active EE | $1,845 | $2,145-14.0% | $5,198-64.5% | $3,539-47.9% |
| Admin fee / account holder | $40 | $167-75.8% | $13,954-99.7% | $142-71.7% |