Filed June 30, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.10+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $197,259 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $87,243 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $70,017 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $61,177 |
MASTERY POINT10+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $8,292 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $4,133 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,980 | $145,877+161.9% | $150,045+154.6% | $102,872+271.3% |
| Participation rate | 98.1% | 79.8%+18.2pp | 82.3%+15.8pp | 73.0%+25.1pp |
| Annual return | 28.71% | 21.37%+7.3pp | 62.55%-33.8pp | 19.06%+9.7pp |
| Employer contribution / active EE | $8,957 | $4,710+90.2% | $4,693+90.8% | $3,526+154.0% |
| Participant deferral / active EE | $16,174 | $9,491+70.4% | $7,997+102.3% | $5,535+192.2% |
| Admin fee / account holder | $166 | $176-5.8% | $13,435-98.8% | $292-43.3% |