Filed January 3, 2024 (most recent of 3 filings on file)
Total covered: 16 employees
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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $52,007 |
ELLIOTT DAVIS, LLC6+ years Filed as: ELLIOTT COVE CAPITAL MANAGEMENT Service code 26 · EIN 82-0579238 1000 2ND AVE, STE 1440 · SEATTLE, WA 98104 | Advisory (Participants) | $28,934 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $20,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,906 | $111,608+2.1% | $177,821-35.9% | $73,409+55.2% |
| Participation rate | 97.6% | 87.9%+9.7pp | 87.7%+9.8pp | 72.2%+25.4pp |
| Annual return | 14.44% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $3,828 | $3,796+0.9% | $5,918-35.3% | $2,234+71.4% |
| Participant deferral / active EE | $7,354 | $6,199+18.6% | $7,714-4.7% | $3,805+93.3% |
| Admin fee / account holder | $162 | $166-2.2% | $12,427-98.7% | $158+2.6% |