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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $56,979 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $42,526 |
PACIFIC PORTFOLIO CONSULTING10+ years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $41,021 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $25,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,957 | $89,436+45.3% | $164,813-21.1% | $77,643+67.4% |
| Participation rate | 96.0% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 12.10% | 28.83%-16.7pp | 69.93%-57.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,659 | $2,569+3.5% | $4,341-38.7% | $2,726-2.4% |
| Participant deferral / active EE | $7,825 | $4,897+59.8% | $6,031+29.7% | $4,647+68.4% |
| Admin fee / account holder | $235 | $339-30.8% | $12,690-98.1% | $430-45.4% |