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.4+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $30,514 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $7,619 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $7,103 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,164 |
MASTERY POINT4+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,044 |
RUSSELL TRUST COMPANY4+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $738 |
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 | $93,913 | $88,122+6.6% | $141,162-33.5% | $67,579+39.0% |
| Participation rate | 99.8% | 76.5%+23.4pp | 82.5%+17.4pp | 71.3%+28.6pp |
| Annual return | 4.63% | 75.40%-70.8pp | 71.39%-66.8pp | 378.56%-373.9pp |
| Employer contribution / active EE | $7,135 | $3,224+121.3% | $4,735+50.7% | $2,148+232.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $58 | $131-56.0% | $10,261-99.4% | $142-59.6% |