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., PS8+ years Service code 10 · EIN 91-1233794 1111 THIRD AVE, STE 800 · SEATTLE, WA 98101 | Accounting | $15,400 |
DUNCAN & HALEY LTD1 year Filed as: DUNCAN & HALEY, LTD Service code 27 · EIN 02-0532349 2753 S WASHINGTON STREET · SEATTLE, WA 98144 | Advisory (Plan) | $15,000 |
Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $10,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,215 | $52,122+184.4% | $104,294+42.1% | $64,808+128.7% |
| Participation rate | 43.6% | 56.0%-12.4pp | 73.3%-29.6pp | 71.5%-27.8pp |
| Annual return | -21.67% | 13.26%-34.9pp | 24.61%-46.3pp | 32.82%-54.5pp |
| Employer contribution / active EE | $2,120 | $1,627+30.3% | $3,372-37.1% | $2,506-15.4% |
| Participant deferral / active EE | $4,583 | $2,823+62.4% | $4,625-0.9% | $4,310+6.3% |
| Admin fee / account holder | $169 | $155+9.5% | $7,339-97.7% | $188-9.9% |