Filed December 10, 2012
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 |
|---|---|---|
Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $7,953 |
Filed as: GREAT WEST LIFE INSURANCE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,562 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,920 | $97,757-86.8% | $83,848-84.6% | $135,375-90.5% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | 0.40% | 1287.37%-1287.0pp | 850.88%-850.5pp | 519.73%-519.3pp |
| Employer contribution / active EE | $30,216 | $4,222+615.7% | $3,631+732.2% | $4,779+532.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $129 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |