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.6+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $22,595 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $3,750 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Direct payment fr... | $1,657 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $1,406 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,985 | $52,293-59.9% | $178,490-88.2% | $73,409-71.4% |
| Participation rate | 68.9% | 65.3%+3.6pp | 81.9%-13.0pp | 72.2%-3.2pp |
| Annual return | 20.06% | 34.75%-14.7pp | 151.07%-131.0pp | 59.29%-39.2pp |
| Employer contribution / active EE | $513 | $1,735-70.4% | $5,011-89.8% | $2,234-77.0% |
| Participant deferral / active EE | $2,061 | $2,332-11.6% | $5,202-60.4% | $3,805-45.8% |
| Admin fee / account holder | $52 | $127-59.2% | $13,984-99.6% | $158-67.1% |