Filed March 23, 2006
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.4+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $46,270 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $18,276 |
PERKINS & CO3 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $13,250 |
RELIANT CONSULTING & RESEARCH4+ years Filed as: RELIANT CONSULTING AND RESEARCH Service code 27 · EIN 75-2971473 PO BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $8,800 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3498919 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,779 | $59,186+240.9% | $76,768+162.8% | $56,287+258.5% |
| Participation rate | 94.3% | 75.2%+19.1pp | 77.0%+17.3pp | 69.9%+24.4pp |
| Annual return | -4.74% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $10,586 | $1,759+502.0% | $2,485+326.0% | $2,111+401.5% |
| Participant deferral / active EE | $5,153 | $3,255+58.3% | $3,852+33.8% | $3,350+53.8% |
| Admin fee / account holder | $311 | $489-36.3% | $6,675-95.3% | $521-40.2% |