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.8+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $26,737 |
PACIFIC PORTFOLIO CONSULTING8+ 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.8+ years Filed as: CHARLES SCHWAB BANK Service code 50 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $7,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,382 | $82,664+31.1% | $125,339-13.5% | $68,494+58.2% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,997 | $3,381-40.9% | $4,814-58.5% | $2,596-23.1% |
| Participant deferral / active EE | $10,200 | $6,110+66.9% | $7,446+37.0% | $4,027+153.3% |
| Admin fee / account holder | $269 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |