Filed July 6, 1994
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $27,434 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MAN. Service code 27 1601 COOPER PT. RD. NW · OLYMPIA, WA 98502 | Advisory (Plan) | $16,121 |
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 | $34,077 | $70,667-51.8% | $123,104-72.3% | $52,331-34.9% |
| Participation rate | 74.1% | 83.7%-9.6pp | 86.8%-12.7pp | 68.1%+6.0pp |
| Annual return | 1.68% | 6.23%-4.6pp | 13.22%-11.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,610 | $2,946-45.4% | $5,151-68.8% | $1,882-14.5% |
| Participant deferral / active EE | $3,711 | $4,493-17.4% | $6,230-40.4% | $3,022+22.8% |
| Admin fee / account holder | $214 | $506-57.8% | $9,015-97.6% | $592-63.9% |