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.9+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $34,611 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $21,535 |
PERKINS & CO8 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $17,300 |
RELIANT CONSULTING & RESEARCH9+ 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) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $350,199 | $41,078+752.5% | $80,569+334.7% | $71,457+390.1% |
| Participation rate | 97.1% | 50.2%+46.9pp | 67.0%+30.1pp | 67.9%+29.2pp |
| Annual return | 16.93% | 38.45%-21.5pp | 935.43%-918.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,415 | $1,506-6.0% | $2,723-48.1% | $2,588-45.3% |
| Participant deferral / active EE | $7,303 | $2,699+170.6% | $4,447+64.2% | $4,289+70.3% |
| Admin fee / account holder | $451 | $1,840-75.5% | $5,377-91.6% | $1,587-71.6% |