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.6+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $30,608 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,809 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $7,874 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,087 |
MASTERY POINT6+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,095 |
RUSSELL TRUST COMPANY6+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,787 | $104,317+8.1% | $159,436-29.3% | $86,799+29.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 33.40% | 26.32%+7.1pp | 263.57%-230.2pp | 97.91%-64.5pp |
| Employer contribution / active EE | $7,148 | $3,451+107.1% | $4,829+48.0% | $2,405+197.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $57 | $172-67.2% | $10,799-99.5% | $170-66.7% |