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.6+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $0 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX TRUST CO. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MOSS ADAMS LLP6+ 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 MANAGEMENT6+ 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 | $207,211 | $56,095+269.4% | $178,490+16.1% | $90,288+129.5% |
| Participation rate | 77.0% | 65.6%+11.5pp | 81.9%-4.9pp | 73.4%+3.7pp |
| Annual return | 21.71% | 28.81%-7.1pp | 151.07%-129.4pp | 53.97%-32.3pp |
| Employer contribution / active EE | $5,416 | $1,572+244.4% | $5,011+8.1% | $2,524+114.6% |
| Participant deferral / active EE | $4,350 | $2,669+63.0% | $5,202-16.4% | $4,232+2.8% |
| Admin fee / account holder | $230 | $101+128.2% | $13,984-98.4% | $114+101.4% |