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 | $199,399 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $128,189 |
RBC WEALTH MANAGEMENT8+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $125,000 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,115 |
THORSON MCDONALD2 years Service code 29 · EIN 60-1480009 | Legal | $270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,258 | $45,000+289.5% | $143,757+21.9% | $77,904+125.0% |
| Participation rate | 82.1% | 66.8%+15.3pp | 80.3%+1.8pp | 73.7%+8.4pp |
| Annual return | -20.12% | 29.03%-49.1pp | -0.04%-20.1pp | 12.21%-32.3pp |
| Employer contribution / active EE | $6,316 | $1,870+237.8% | $4,951+27.6% | $2,848+121.8% |
| Participant deferral / active EE | $4,942 | $3,157+56.5% | $5,637-12.3% | $4,806+2.8% |
| Admin fee / account holder | $183 | $98+86.2% | $14,673-98.8% | $133+38.3% |