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 | $34,580 |
DUNCAN & HALEY LTD5+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $29,000 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $14,859 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $9,503 |
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 | $58,700 | $55,790+5.2% | $76,817-23.6% | $67,579-13.1% |
| Participation rate | 56.8% | 71.1%-14.3pp | 72.1%-15.3pp | 71.3%-14.5pp |
| Annual return | 19.88% | 64.45%-44.6pp | 1166.11%-1146.2pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,101 | $1,810-39.2% | $2,302-52.2% | $2,148-48.7% |
| Participant deferral / active EE | $3,573 | $2,875+24.3% | $3,336+7.1% | $3,539+1.0% |
| Admin fee / account holder | $177 | $159+11.5% | $6,420-97.2% | $142+24.7% |