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 |
|---|---|---|
DUNCAN & HALEY LTD8+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $30,000 |
Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $20,561 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $16,083 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,397 | $56,503+5.1% | $70,092-15.3% | $64,808-8.3% |
| Participation rate | 49.7% | 70.5%-20.8pp | 70.5%-20.8pp | 71.5%-21.8pp |
| Annual return | -16.81% | -13.44%-3.4pp | 190.73%-207.5pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,019 | $2,046-50.2% | $2,559-60.2% | $2,506-59.3% |
| Participant deferral / active EE | $3,264 | $3,389-3.7% | $3,849-15.2% | $4,310-24.3% |
| Admin fee / account holder | $188 | $160+17.4% | $6,267-97.0% | $188+0.2% |