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.9+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $31,153 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,993 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $8,652 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $6,527 |
MASTERY POINT9+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,125 |
RUSSELL TRUST COMPANY9+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,232 | $106,028+15.3% | $146,958-16.8% | $77,643+57.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.66% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $9,410 | $4,063+131.6% | $4,933+90.8% | $2,726+245.2% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $65 | $337-80.7% | $12,998-99.5% | $430-84.9% |