Filed January 9, 2013
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 |
|---|---|---|
Service code 13 5446 CALIFORNIA AVE. SW, SUITE 200 · SEATTLE, WA 98136 | Contract Administrator | $16,446 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $12,474 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $6,361 |
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $0 |
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 | $22,394 | $56,485-60.4% | $185,823-87.9% | $86,799-74.2% |
| Participation rate | 67.0% | 65.5%+1.6pp | 81.7%-14.7pp | 72.3%-5.3pp |
| Annual return | 13.54% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,067 | $1,843+12.2% | $5,167-60.0% | $2,405-14.1% |
| Participant deferral / active EE | $1,564 | $2,553-38.7% | $5,568-71.9% | $4,131-62.1% |
| Admin fee / account holder | $57 | $150-61.8% | $16,237-99.6% | $170-66.3% |