Filed October 5, 2009
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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $186,115 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $125,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $52,561 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE, LLP Service code 29 · EIN 91-0839480 | Legal | $1,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,143 | $53,136+240.9% | $155,509+16.5% | $199,593-9.2% |
| Participation rate | 89.2% | 64.1%+25.1pp | 78.2%+11.0pp | 72.0%+17.2pp |
| Annual return | 16.51% | 41.15%-24.6pp | 64.67%-48.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $6,400 | $1,851+245.8% | $4,672+37.0% | $3,034+110.9% |
| Participant deferral / active EE | $5,150 | $3,161+62.9% | $5,626-8.5% | $5,087+1.2% |
| Admin fee / account holder | $173 | $185-6.7% | $15,912-98.9% | $269-35.7% |