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.10+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $27,038 |
PACIFIC PORTFOLIO CONSULTING10+ 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.10+ years Filed as: CHARLES SCHWAB BANK Service code 50 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $9,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,136 | $102,317+27.2% | $146,958-11.4% | $80,856+60.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.95% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,508 | $3,713-32.5% | $4,933-49.2% | $2,755-9.0% |
| Participant deferral / active EE | $13,561 | $6,644+104.1% | $8,070+68.0% | $4,296+215.7% |
| Admin fee / account holder | $279 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |