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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |