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.10+ years Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $27,854 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $18,586 |
PERKINS & CO9 years Filed as: PERKINS AND CO. P.C. Service code 10 · EIN 93-0928924 1211 SW FIFTH AVE · PORTLAND, OR 97204 | Accounting | $18,300 |
RELIANT CONSULTING & RESEARCH10+ years Filed as: RELIANT CONSULTING AND RESEARCH Service code 27 · EIN 75-2971473 PO BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $4,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 PO BOX 952032 · ST. LOUIS, MO 631952032 | Advisory (Plan) | $4,400 |
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 | $404,470 | $44,960+799.6% | $84,966+376.0% | $74,495+443.0% |
| Participation rate | 97.8% | 49.4%+48.5pp | 67.5%+30.3pp | 67.2%+30.6pp |
| Annual return | 16.89% | 26.24%-9.4pp | 66.38%-49.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,423 | $1,457-2.3% | $2,727-47.8% | $2,623-45.7% |
| Participant deferral / active EE | $7,226 | $2,731+164.6% | $4,519+59.9% | $4,346+66.3% |
| Admin fee / account holder | $365 | $2,209-83.5% | $6,149-94.1% | $1,942-81.2% |