Filed December 12, 2011 (most recent of 4 filings on file)
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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $9,680 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $7,911 |
SYNERGY1 year Filed as: SYNERGY FINANCIAL MANAGEMENT LLC Service code 27 701 5TH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $7,013 |
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 | $48,633 | $73,102-33.5% | $123,544-60.6% | $56,287-13.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 11.24% | 3.01%+8.2pp | 119.20%-108.0pp | -9.96%+21.2pp |
| Employer contribution / active EE | $3,329 | $2,977+11.8% | $4,628-28.1% | $2,111+57.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $64 | $554-88.4% | $9,284-99.3% | $521-87.7% |