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.7+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $28,569 |
PACIFIC PORTFOLIO CONSULTING7+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LP Service code 27 · EIN 20-4049073 601 UNION STREET, STE 4343 · SEATTLE, WA 98101 | Advisory (Plan) | $24,000 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 50 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $9,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,440 | $105,181+21.2% | $159,436-20.1% | $85,850+48.4% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 15.84% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,347 | $3,318-59.4% | $4,829-72.1% | $2,565-47.5% |
| Participant deferral / active EE | $9,794 | $5,945+64.7% | $7,352+33.2% | $3,952+147.8% |
| Admin fee / account holder | $289 | $6,933-95.8% | $10,799-97.3% | $6,260-95.4% |