Filed October 9, 1998
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 |
|---|---|---|
HAGEN, KURTH, PERMAN & CO., PS3+ years Service code 10 · EIN 91-1233794 601 UNION #2700 · SEATTLE, WA 98101 | Accounting | $15,750 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $12,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,783 | $54,390+157.0% | $117,039+19.4% | $69,631+100.7% |
| Participation rate | 59.1% | 58.5%+0.6pp | 77.2%-18.1pp | 70.7%-11.6pp |
| Annual return | 21.88% | 18.33%+3.6pp | 18.95%+2.9pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $1,950 | $1,357+43.8% | $3,785-48.5% | $2,032-4.0% |
| Participant deferral / active EE | $4,247 | $2,076+104.6% | $3,929+8.1% | $3,224+31.8% |
| Admin fee / account holder | $125 | $98+27.6% | $5,974-97.9% | $110+13.0% |