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 | $29,089 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $9,021 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $9,004 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $8,325 |
MASTERY POINT9+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,124 |
RUSSELL TRUST COMPANY9+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $504 |
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 | $342,173 | $101,317+237.7% | $146,958+132.8% | $74,495+359.3% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 16.99% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $10,312 | $3,810+170.7% | $4,933+109.1% | $2,623+293.2% |
| Participant deferral / active EE | $19,212 | $7,303+163.1% | $8,070+138.1% | $4,346+342.1% |
| Admin fee / account holder | $166 | $1,739-90.4% | $12,998-98.7% | $1,942-91.4% |