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.6+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $36,882 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $19,922 |
PERKINS & CO5 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $14,300 |
RELIANT CONSULTING & RESEARCH6+ years Filed as: RELIANT CONSULTING AND RESEARCH Service code 27 · EIN 75-2971473 PO BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $8,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,505 | $73,638+362.4% | $95,952+254.9% | $73,488+363.3% |
| Participation rate | 99.3% | 76.2%+23.1pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 13.64% | 16.78%-3.1pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,159 | $1,863-37.8% | $2,541-54.4% | $2,270-48.9% |
| Participant deferral / active EE | $6,072 | $3,617+67.9% | $4,167+45.7% | $3,740+62.4% |
| Admin fee / account holder | $446 | $482-7.6% | $6,795-93.4% | $513-13.2% |