Filed December 23, 2014 (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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $55,631 |
PACIFIC PORTFOLIO CONSULTING7+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $46,454 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $24,956 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $18,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,715 | $86,225+30.7% | $146,665-23.1% | $86,799+29.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 14.21% | 31.23%-17.0pp | 22.74%-8.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,898 | $2,392+63.0% | $4,136-5.7% | $2,405+62.1% |
| Participant deferral / active EE | $5,774 | $4,245+36.0% | $5,506+4.9% | $4,131+39.8% |
| Admin fee / account holder | $219 | $195+12.0% | $10,280-97.9% | $170+29.0% |