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 | $41,467 |
DUNCAN & HALEY LTD9+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $30,000 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $21,630 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $17,457 |
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 | $66,284 | $69,823-5.1% | $77,163-14.1% | $74,419-10.9% |
| Participation rate | 54.0% | 70.0%-16.0pp | 69.6%-15.6pp | 70.7%-16.7pp |
| Annual return | 18.01% | 19.98%-2.0pp | 37.87%-19.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,207 | $2,150-43.9% | $2,535-52.4% | $2,637-54.2% |
| Participant deferral / active EE | $3,728 | $3,558+4.8% | $3,833-2.8% | $4,528-17.7% |
| Admin fee / account holder | $181 | $398-54.4% | $5,472-96.7% | $348-47.9% |