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.3+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $30,009 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $8,567 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $6,777 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $4,628 |
GUIDESPARK2 years Service code 26 · EIN 26-2229814 | Advisory (Participants) | $3,895 |
MASTERY POINT3+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,027 |
RUSSELL TRUST COMPANY3+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,038 | $75,388+16.8% | $123,544-28.7% | $55,725+58.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -0.53% | 4.48%-5.0pp | 119.20%-119.7pp | 244.93%-245.5pp |
| Employer contribution / active EE | $7,039 | $3,063+129.8% | $4,628+52.1% | $2,078+238.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $60 | $120-49.8% | $9,284-99.4% | $115-47.8% |