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., PS6+ years Service code 10 · EIN 91-1233794 1111 THIRD AVE, STE 800 · SEATTLE, WA 98101 | Accounting | $15,400 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $9,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,209 | $58,101+218.8% | $118,925+55.7% | $73,409+152.3% |
| Participation rate | 57.4% | 56.1%+1.2pp | 75.4%-18.0pp | 72.2%-14.8pp |
| Annual return | 30.00% | 20.56%+9.4pp | 35.88%-5.9pp | 59.29%-29.3pp |
| Employer contribution / active EE | $4,445 | $1,445+207.6% | $3,263+36.3% | $2,234+99.0% |
| Participant deferral / active EE | $2,051 | $2,400-14.5% | $4,265-51.9% | $3,805-46.1% |
| Admin fee / account holder | $106 | $138-23.1% | $6,581-98.4% | $158-32.8% |