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.7+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $29,703 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,083 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $7,868 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,989 |
MERCER1 year Filed as: MERCER (US) LLC Service code 38 · EIN 13-2834414 155 NORTH WACKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Participant Communication | $2,056 |
MASTERY POINT7+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,059 |
RUSSELL TRUST COMPANY7+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,436 | $82,202+31.9% | $125,339-13.5% | $64,808+67.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -4.09% | 3.48%-7.6pp | 572.05%-576.1pp | 32.82%-36.9pp |
| Employer contribution / active EE | $8,066 | $3,615+123.1% | $4,814+67.6% | $2,506+221.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $65 | $163-60.1% | $10,010-99.3% | $188-65.3% |