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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 | Advisory (Participants) | $24,851 |
NWPS2 years Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Other Fees | $18,453 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $3,498 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,991 | $50,815-25.2% | $155,509-75.6% | $77,643-51.1% |
| Participation rate | 44.7% | 63.1%-18.4pp | 78.2%-33.5pp | 70.6%-25.9pp |
| Annual return | 14.58% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $480 | $1,993-75.9% | $4,672-89.7% | $2,726-82.4% |
| Participant deferral / active EE | $2,276 | $2,822-19.3% | $5,626-59.5% | $4,647-51.0% |
| Admin fee / account holder | $99 | $437-77.2% | $15,912-99.4% | $430-76.9% |