Evaluation and analysis reports
L&I produces a report each calendar quarter summarizing the relative performance of Retrospective Rating participants. This report includes refund and assessment information for each retro group, and an aggregate total for individual enrollees.
L&I also provides an annual market share analysis report describing the percentage of employers in each risk classification that are enrolled in the Retro program. These reports are available for download below.
Refund & assessment summaries by quarter
Disclaimer
October
The October quarters for the last 5 years.
2010
First evaluation — October 1, 2010 through September 30, 2011 (88 KB PDF).
2009
Second evaluation — October 1, 2009 through September 30, 2010 (88 KB PDF).
First evaluation — October 1, 2009 through September 30, 2010 (98 KB PDF).
2008
Third evaluation — October 1, 2008 through September 30, 2009 (88 KB PDF).
Second evaluation — October 1, 2008 through September 30, 2009 (98 KB PDF).
First evaluation — October 1, 2008 through September 30, 2009 (117 KB PDF).
2007
Third evaluation — October 1, 2007 through September 30, 2008 (118 KB PDF).
Second evaluation — October 1, 2007 through September 30, 2008 (125 KB PDF).
First evaluation — October 1, 2007 through September 30, 2008 (124 KB PDF).
2006
Third evaluation — October 1, 2006 through September 30, 2007 (117 KB PDF).
Second evaluation — October 1, 2006 through September 30, 2007 (125 KB PDF).
First evaluation — October 1, 2006 through September 30, 2007 (115 KB PDF).
2005
Third evaluation — October 1, 2005 through September 30, 2006 (126 KB PDF).
Second evaluation — October 1, 2005 through September 30, 2006 (97 KB PDF).
First evaluation — October 1, 2005 through September 30, 2006 (97 KB PDF).
2004
Third evaluation — October 1, 2004 through September 30, 2005 (101 KB PDF).
Second evaluation — October 1, 2004 through September 30, 2005 (101 KB PDF).
First evaluation — October 1, 2004 through September 30, 2005 (20 KB PDF).
July
The July quarters for the last 5 years.
2011
First evaluation — July 1, 2011 through June 30, 2012 (123 KB PDF).
2010
Second evaluation — July 1, 2010 through June 30, 2011 (123 KB PDF).
First evaluation — July 1, 2010 through June 30, 2011 (123 KB PDF).
2009
Third evaluation — July 1, 2009 through June 30, 2010 (123 KB PDF).
Second evaluation — July 1, 2009 through June 30, 2010 (121 KB PDF).
First evaluation — July 1, 2009 through June 30, 2010 (124 KB PDF).
2008
Third evaluation — July 1, 2008 through June 30, 2009 (127 KB PDF).
Second evaluation — July 1, 2008 through June 30, 2009 (208 KB PDF).
First evaluation — July 1, 2008 through June 30, 2009 (117 KB PDF).
2007
Third evaluation — July 1, 2007 through June 30, 2008 (200 KB PDF).
Second evaluation — July 1, 2007 through June 30, 2008 (119 KB PDF).
First evaluation — July 1, 2007 through June 30, 2008 (223 KB PDF).
2006
Third evaluation — July 1, 2006 through June 30, 2007 (118 KB PDF).
Second evaluation — July 1, 2006 through June 30, 2007 (184 KB PDF).
First evaluation — July 1, 2006 through June 30, 2007 (115 KB PDF).
2005
Third evaluation — July 1, 2005 through June 30, 2006 (213 KB PDF).
Second evaluation — July 1, 2005 through June 30, 2006 (125 KB PDF).
First evaluation — July 1, 2005 through June 30, 2006 (22 KB PDF).
2004
Third evaluation — July 1, 2004 through June 30, 2005 (120 KB PDF).
Second evaluation — July 1, 2004 through June 30, 2005 (23 KB PDF).
First evaluation — July 1, 2004 through June 30, 2005 (21 KB PDF).
2003
Third evaluation — July 1, 2003 through June 30, 2004 (21 KB PDF).
Second evaluation — July 1, 2003 through June 30, 2004 (21 KB PDF).
First evaluation — July 1, 2003 through June 30, 2004 (20 KB PDF).
April
The April quarters for the last 5 years.
2011
First evaluation — April 1, 2011 through March 31, 2012 (89 KB PDF).
2010
Second evaluation — April 1, 2010 through March 30, 2011 (91 KB PDF).
First evaluation — April 1, 2010 through March 31, 2011 (73 KB PDF).
2009
Third evaluation — April 1, 2009 through March 30, 2010 (91 KB PDF).
Second evaluation — April 1, 2009 through March 31, 2010 (72 KB PDF).
First evaluation — April 1, 2008 through March 31, 2009 (138 KB PDF).
2008
Third evaluation — April 1, 2008 through March 31, 2009 (72 KB PDF).
Second evaluation — April 1, 2008 through March 31, 2009 (134 KB PDF).
First evaluation — April 1, 2008 through March 31, 2009 (125 KB PDF).
2007
Third evaluation of April 1, 2007 through March 31, 2008 (107 KB PDF).
Second evaluation of April 1, 2007 through March 31, 2008 (125 KB PDF).
First evaluation — April 1, 2007 through March 31, 2008 (87 KB PDF).
2006
Third evaluation of April 1, 2006 through March 31, 2007 (126 KB PDF).
Second evaluation — April 1, 2006 through March 31, 2007 (87 KB PDF).
First evaluation — April 1, 2006 through March 31, 2007 (100 KB PDF).
2005
Third evaluation — April 1, 2005 through March 31, 2006 (116 KB PDF).
Second evaluation — April 1, 2005 through March 31, 2006 (120 KB PDF).
First evaluation — April 1, 2005 through March 31, 2006 (113 KB PDF).
January
The January quarters for the last 5 years.
2011
First evaluation of January 1, 2011 through December 31, 2011 (98 KB PDF).
2010
Second evaluation — January 1, 2010 through December 30, 2010 (96 KB PDF).
First evaluation of January 1, 2010 through December 31, 2010 (97 KB PDF).
2009
Third evaluation — January 1, 2009 through December 30, 2009 (90 KB PDF).
Second evaluation of January 1, 2009, through December 31, 2009 (99 KB PDF).
First evaluation of January 1, 2009, through December 31, 2009 (140 KB PDF).
2008
Third evaluation of January 1, 2008, through December 31, 2008 (99 KB PDF).
Second evaluation of January 1, 2008, through December 31, 2008 (140 KB PDF).
First evaluation of January 1, 2008 through December 31, 2008 (123 KB PDF).
2007
Third evaluation of January 1, 2007, through December 31, 2007 (149 KB PDF).
Second evaluation of January 1, 2007 through December 31, 2007 (129 KB PDF).
First evaluation — January 1, 2007 through December 31, 2007 (130 KB PDF).
2006
Third evaluation of January 1, 2006 through December 31, 2006 (130 KB PDF).
Second evaluation — January 1, 2006 through December 31, 2006 (125 KB PDF).
First evaluation — January 1, 2006 through December 31, 2006 (95 KB PDF).
2005
Third evaluation — January 1, 2005 through December 31, 2005 (128 KB PDF).
Second evaluation — January 1, 2005 through December 31, 2005 (85 KB PDF).
First evaluation — January 1, 2005 through December 31, 2005 (20 KB PDF).
Summary information
Retrospective rating program coverage periods run twelve months, beginning January 1 through December 31, April 1 through March 31, July 1 through June 30, or October 1 through September 30. Only claims with a date of injury within the selected coverage period (and standard premium due for the same coverage period) are used to calculate retrospective premium. The coverage period is selected by the group or individually enrolled employer.
There are three mandatory adjustments for each enrollment cycle. The initial adjustment will occur approximately ten months after the coverage period, with subsequent adjustments occurring in twelve-month intervals.
These summary reports are available here as Adobe® PDF files. Please contact us if you need the information in an alternate format:
- Phone: 360‑902‑4851.
- Email: Retro@Lni.wa.gov.
- Fax: 360‑902‑4258.
Market share analysis information Disclaimer
Although over a third of reported hours and almost half of workers' comp insurance standard premium is currently subject to Retrospective Rating, there are still many opportunities for identifying and enrolling Retro candidates. Risk classifications with low "market share percentages" (the percentage of total worker hours reported by Retro employers) represent likely industries for marketing emphasis.
The reports linked below contain information on what portion of each of our 300+ risk classifications has already participated in Retrospective Rating. Retro groups might utilize this information to focus their marketing efforts on risk classifications where there is still a great deal of "non-retro" employment.
2011 market share analysis report (115 KB PDF).
2010 market share analysis report (134 KB PDF).
2009 market share analysis report (230 KB PDF).
2008 market share analysis report (418 KB PDF / 1 min).
2007 market share analysis report (738 KB PDF / 2 min).
Important disclaimer regarding financial information
The refund & assessment summary reports provide a "snapshot" of how Retro participants are performing at a specific point in time. The information provided is subject to change and should only be referred to as an approximation.
The refund and related refund ratio shown for a sponsoring organization may differ from the amount of money returned to each member of that group. Some organizations have performance requirements that a participating member must meet in order to earn a refund. Also, some organizations may take a percentage of the refund as a service or administrative fee. You should contact the specific association to obtain information about their requirements.
The data shown in the reports are provided to serve as a performance gauge and a record of a group's performance. If you are a member of an organization and have questions about your specific refund, please contact your sponsoring organization directly.
L&I doesn't determine or regulate the distribution of refunds to members of a group.
See Retro Program Rules for further information.
