Filed December 28, 1992
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.1+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $24,673 |
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LP Service code 27 · EIN 20-4049073 601 UNION STREET, STE 4343 · SEATTLE, WA 98101 | Advisory (Plan) | $21,818 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 50 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $8,363 |
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 | $94,773 | $70,002+35.4% | $115,037-17.6% | $52,331+81.1% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+17.9pp | 68.1%+31.2pp |
| Annual return | -0.84% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,381 | $2,715-49.1% | $4,608-70.0% | $1,882-26.6% |
| Participant deferral / active EE | $9,690 | $4,920+97.0% | $6,026+60.8% | $3,022+220.6% |
| Admin fee / account holder | $209 | $566-63.1% | $8,175-97.4% | $592-64.7% |