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.8+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $35,072 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $13,818 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $3,658 |
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 | $25,332 | $46,292-45.3% | $143,757-82.4% | $64,808-60.9% |
| Participation rate | 58.2% | 64.2%-6.0pp | 80.3%-22.1pp | 71.5%-13.3pp |
| Annual return | -16.79% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $484 | $1,910-74.7% | $4,951-90.2% | $2,506-80.7% |
| Participant deferral / active EE | $2,316 | $2,646-12.5% | $5,637-58.9% | $4,310-46.3% |
| Admin fee / account holder | $106 | $154-31.0% | $14,673-99.3% | $188-43.5% |