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.7+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Recordkeeping | $32,030 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $22,954 |
PERKINS & CO6 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $15,000 |
RELIANT CONSULTING & RESEARCH7+ 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) | $4,000 |
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 | $361,636 | $84,936+325.8% | $111,297+224.9% | $79,386+355.5% |
| Participation rate | 98.5% | 75.9%+22.7pp | 77.3%+21.2pp | 70.7%+27.8pp |
| Annual return | 15.31% | 17.45%-2.1pp | 54.65%-39.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,150 | $1,979-41.9% | $2,731-57.9% | $2,427-52.6% |
| Participant deferral / active EE | $6,137 | $3,888+57.8% | $4,487+36.8% | $4,046+51.7% |
| Admin fee / account holder | $409 | $537-23.9% | $7,964-94.9% | $626-34.7% |