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.5+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $34,615 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,478 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $8,386 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $7,731 |
MASTERY POINT5+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,085 |
RUSSELL TRUST COMPANY5+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $511 |
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 | $92,878 | $100,801-7.9% | $149,696-38.0% | $73,409+26.5% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 1.32% | 265.34%-264.0pp | 276.60%-275.3pp | 59.29%-58.0pp |
| Employer contribution / active EE | $7,588 | $3,312+129.1% | $4,644+63.4% | $2,234+239.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $66 | $181-63.3% | $9,309-99.3% | $158-58.0% |