Filed October 18, 2004
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 8-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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $64,948 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANSISCO, CA 94105 | Securities Custodian | $13,197 |
SABEY CPA, PLLC1 year Service code 10 · EIN 83-2111556 PO BOX #53 · MERCER ISLAND, WA 98040 | Accounting | $10,000 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 PO BOX 51660 · LOS ANGELES, CA 90051 | Accounting | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,217 | $78,419-1.5% | $133,956-42.4% | $73,409+5.2% |
| Participation rate | 93.8% | 78.6%+15.2pp | 79.8%+14.0pp | 72.2%+21.7pp |
| Annual return | 20.31% | 33.35%-13.0pp | 45.09%-24.8pp | 59.29%-39.0pp |
| Employer contribution / active EE | $1,304 | $2,044-36.2% | $3,919-66.7% | $2,234-41.6% |
| Participant deferral / active EE | $4,559 | $3,925+16.2% | $5,048-9.7% | $3,805+19.8% |
| Admin fee / account holder | $157 | $161-3.0% | $8,927-98.2% | $158-0.8% |