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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $51,834 |
PACIFIC PORTFOLIO CONSULTING8+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $40,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $22,983 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,600 | $71,142+34.4% | $119,609-20.1% | $64,808+47.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 79.3%+16.4pp | 71.5%+24.2pp |
| Annual return | -17.09% | -10.01%-7.1pp | -14.97%-2.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $4,367 | $2,497+74.9% | $4,232+3.2% | $2,506+74.3% |
| Participant deferral / active EE | $6,101 | $4,490+35.9% | $5,602+8.9% | $4,310+41.6% |
| Admin fee / account holder | $203 | $162+25.4% | $10,323-98.0% | $188+8.3% |