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.4+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $27,131 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $6,820 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $6,368 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $6,206 |
MASTERY POINT4+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $944 |
RUSSELL TRUST COMPANY4+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $629 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,359 | $89,652+194.9% | $141,162+87.3% | $65,185+305.6% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.5%+7.9pp | 70.2%+20.1pp |
| Annual return | 6.03% | 32.79%-26.8pp | 71.39%-65.4pp | 29.38%-23.4pp |
| Employer contribution / active EE | $6,498 | $3,065+112.0% | $4,735+37.2% | $2,177+198.5% |
| Participant deferral / active EE | $14,803 | $5,691+160.1% | $6,709+120.6% | $3,514+321.3% |
| Admin fee / account holder | $174 | $569-69.3% | $10,261-98.3% | $847-79.4% |