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 | $205,753 |
RBC WEALTH MANAGEMENT4+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $125,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $96,736 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $73,481 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,433 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,999 | $45,382+212.9% | $154,107-7.9% | $75,289+88.6% |
| Participation rate | 79.5% | 65.9%+13.6pp | 83.0%-3.5pp | 72.4%+7.1pp |
| Annual return | -5.34% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,105 | $1,533+298.3% | $5,298+15.2% | $2,405+153.9% |
| Participant deferral / active EE | $4,756 | $2,384+99.5% | $5,081-6.4% | $3,739+27.2% |
| Admin fee / account holder | $197 | $89+120.2% | $13,411-98.5% | $102+92.3% |