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.1+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $27,442 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $9,010 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $6,466 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $2,655 |
MASTERY POINT1+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,768 |
RUSSELL TRUST COMPANY1+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $748 |
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 | $204,983 | $75,183+172.6% | $123,892+65.5% | $55,167+271.6% |
| Participation rate | 88.8% | 72.8%+15.9pp | 81.4%+7.4pp | 69.0%+19.8pp |
| Annual return | -0.24% | 19.01%-19.2pp | 47.52%-47.8pp | 169.23%-169.5pp |
| Employer contribution / active EE | $5,624 | $2,823+99.2% | $4,617+21.8% | $1,963+186.5% |
| Participant deferral / active EE | $10,418 | $5,084+104.9% | $5,984+74.1% | $3,054+241.1% |
| Admin fee / account holder | $188 | $663-71.6% | $8,357-97.8% | $504-62.7% |