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.7+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $43,328 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $5,279 |
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 | $25,545 | $56,485-54.8% | $185,823-86.3% | $86,799-70.6% |
| Participation rate | 68.7% | 65.5%+3.2pp | 81.7%-13.0pp | 72.3%-3.6pp |
| Annual return | 16.33% | 118.04%-101.7pp | 122.05%-105.7pp | 97.91%-81.6pp |
| Employer contribution / active EE | $586 | $1,843-68.2% | $5,167-88.7% | $2,405-75.6% |
| Participant deferral / active EE | $2,482 | $2,553-2.8% | $5,568-55.4% | $4,131-39.9% |
| Admin fee / account holder | $85 | $150-43.1% | $16,237-99.5% | $170-49.8% |