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.5+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $27,641 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $9,123 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $7,229 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $6,892 |
MASTERY POINT5+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $936 |
RUSSELL TRUST COMPANY5+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $334 |
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 | $236,579 | $99,957+136.7% | $149,696+58.0% | $73,488+221.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 1.49% | 53.87%-52.4pp | 276.60%-275.1pp | 28.51%-27.0pp |
| Employer contribution / active EE | $7,333 | $3,191+129.8% | $4,644+57.9% | $2,270+223.0% |
| Participant deferral / active EE | $14,694 | $6,073+142.0% | $6,842+114.8% | $3,740+292.9% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.6% |