Filed April 6, 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 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $21,216 |
DUNCAN & HALEY LTD3+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $18,000 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,648 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $10,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,798 | $53,925-3.9% | $75,670-31.5% | $69,631-25.6% |
| Participation rate | 50.6% | 71.2%-20.6pp | 72.3%-21.8pp | 70.7%-20.1pp |
| Annual return | 17.08% | 17.84%-0.8pp | 27.34%-10.3pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $880 | $1,802-51.2% | $2,352-62.6% | $2,032-56.7% |
| Participant deferral / active EE | $2,823 | $2,569+9.9% | $3,142-10.1% | $3,224-12.4% |
| Admin fee / account holder | $136 | $97+39.6% | $5,800-97.7% | $110+22.7% |