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 | $31,217 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,507 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $10,350 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $8,918 |
MASTERY POINT10+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,226 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,695 | $119,446+11.1% | $150,045-11.6% | $85,563+55.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 25.46% | 23.72%+1.7pp | 62.55%-37.1pp | 31.51%-6.1pp |
| Employer contribution / active EE | $8,515 | $4,078+108.8% | $4,693+81.4% | $2,654+220.9% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $61 | $548-88.8% | $13,435-99.5% | $834-92.6% |