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., PS5+ years Service code 10 · EIN 91-1233794 601 UNION #2700 · SEATTLE, WA 98101 | Accounting | $14,991 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $12,023 |
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 | $156,261 | $124,414+25.6% | $115,157+35.7% | $67,579+131.2% |
| Participation rate | 57.3% | 58.1%-0.8pp | 75.9%-18.6pp | 71.3%-14.0pp |
| Annual return | 23.91% | 29.40%-5.5pp | 35.60%-11.7pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,230 | $1,454+53.3% | $3,179-29.9% | $2,148+3.8% |
| Participant deferral / active EE | $4,650 | $2,331+99.5% | $4,168+11.6% | $3,539+31.4% |
| Admin fee / account holder | $129 | $361-64.2% | $7,088-98.2% | $142-9.1% |