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.2+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $32,629 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $7,981 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $7,313 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $3,454 |
GUIDESPARK1 year Service code 26 · EIN 26-2229814 | Advisory (Participants) | $1,401 |
MASTERY POINT2+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $994 |
RUSSELL TRUST COMPANY2+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,572 | $155,795-43.1% | $136,294-35.0% | $69,631+27.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.40% | 232464.33%-232442.9pp | 5155.94%-5134.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $7,026 | $2,991+134.9% | $4,695+49.6% | $2,032+245.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $60 | $128-52.9% | $9,243-99.3% | $110-45.3% |