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.9+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $26,261 |
PACIFIC PORTFOLIO CONSULTING9+ 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.9+ years Filed as: CHARLES SCHWAB BANK Service code 50 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $9,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,789 | $93,571+27.0% | $135,903-12.6% | $75,163+58.0% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 16.39% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,121 | $3,537-40.0% | $4,856-56.3% | $2,670-20.6% |
| Participant deferral / active EE | $11,253 | $6,404+75.7% | $7,758+45.1% | $4,125+172.8% |
| Admin fee / account holder | $268 | $6,975-96.2% | $10,762-97.5% | $5,651-95.3% |