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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $41,552 |
PACIFIC PORTFOLIO CONSULTING9+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $23,100 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $22,378 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,747 | $91,372+25.6% | $129,995-11.7% | $74,419+54.2% |
| Participation rate | 96.2% | 77.8%+18.4pp | 78.5%+17.7pp | 70.7%+25.5pp |
| Annual return | 18.44% | 23.21%-4.8pp | -137.18%+155.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $4,460 | $2,563+74.0% | $4,320+3.3% | $2,637+69.1% |
| Participant deferral / active EE | $6,371 | $4,721+35.0% | $5,820+9.5% | $4,528+40.7% |
| Admin fee / account holder | $206 | $283-27.4% | $10,614-98.1% | $348-40.9% |