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., PS4+ years Service code 10 · EIN 91-1233794 601 UNION #2700 · SEATTLE, WA 98101 | Accounting | $17,170 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $11,890 |
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 | $130,571 | $107,440+21.5% | $105,738+23.5% | $55,725+134.3% |
| Participation rate | 56.9% | 55.5%+1.4pp | 76.3%-19.5pp | 70.9%-14.0pp |
| Annual return | -0.99% | -0.59%-0.4pp | 6.27%-7.3pp | 244.93%-245.9pp |
| Employer contribution / active EE | $2,667 | $1,448+84.2% | $3,268-18.4% | $2,078+28.3% |
| Participant deferral / active EE | $5,543 | $2,171+155.3% | $4,080+35.9% | $3,356+65.2% |
| Admin fee / account holder | $122 | $283-57.0% | $6,913-98.2% | $115+5.9% |