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 | $31,376 |
DUNCAN & HALEY LTD4+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $24,000 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $15,908 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,058 |
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 | $47,409 | $48,261-1.8% | $68,793-31.1% | $55,725-14.9% |
| Participation rate | 55.5% | 71.0%-15.6pp | 72.2%-16.8pp | 70.9%-15.4pp |
| Annual return | -4.26% | -2.61%-1.7pp | -4.63%+0.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $991 | $1,742-43.1% | $2,625-62.2% | $2,078-52.3% |
| Participant deferral / active EE | $3,125 | $2,712+15.2% | $3,311-5.6% | $3,356-6.9% |
| Admin fee / account holder | $169 | $126+34.3% | $5,131-96.7% | $115+47.1% |