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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $0 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $0 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $0 |
RBC WEALTH MANAGEMENT5+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
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 | $164,074 | $47,456+245.7% | $172,739-5.0% | $77,787+110.9% |
| Participation rate | 82.9% | 66.3%+16.6pp | 82.6%+0.3pp | 73.2%+9.7pp |
| Annual return | 25.28% | 35.57%-10.3pp | 802.84%-777.6pp | 32.57%-7.3pp |
| Employer contribution / active EE | $6,190 | $1,574+293.3% | $5,143+20.4% | $2,504+147.2% |
| Participant deferral / active EE | $4,816 | $2,560+88.2% | $5,198-7.3% | $3,967+21.4% |
| Admin fee / account holder | $189 | $81+134.1% | $13,954-98.6% | $100+89.2% |