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.1+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $34,299 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $10,517 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $7,412 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $2,014 |
MASTERY POINT1+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,625 |
RUSSELL TRUST COMPANY1+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $911 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,087 | $80,177-3.9% | $123,892-37.8% | $57,658+33.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | -0.26% | 17.90%-18.2pp | 47.52%-47.8pp | 5.13%-5.4pp |
| Employer contribution / active EE | $7,003 | $2,913+140.4% | $4,617+51.7% | $1,974+254.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $67 | $106-36.9% | $8,357-99.2% | $95-29.1% |