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.5+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $45,142 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $23,953 |
PERKINS & CO4 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $13,649 |
Filed as: MILLER NASH Service code 29 · EIN 93-0410518 111 SW FIFT AVE STE 3400 · PORTLAND, OR 97204 | Legal | $13,225 |
RELIANT CONSULTING & RESEARCH5+ years Filed as: RELIANT CONSULTING AND RESEARCH Service code 27 · EIN 75-2971473 PO BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $6,600 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,488 | $65,376+306.1% | $87,100+204.8% | $65,185+307.3% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.3pp | 70.2%+28.0pp |
| Annual return | 22.46% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $6,307 | $1,822+246.1% | $2,521+150.2% | $2,177+189.8% |
| Participant deferral / active EE | $5,832 | $3,388+72.1% | $4,049+44.0% | $3,514+66.0% |
| Admin fee / account holder | $466 | $520-10.3% | $7,497-93.8% | $847-45.0% |