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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $327,752 |
RBC WEALTH MANAGEMENT9+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $125,000 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 42-1558009 | Investment Management | $95,798 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,900 |
HARLOW BLACKBURN JANITORIAL SERVIC1 year Filed as: HARLOW & FALK Service code 29 · EIN 60-1480009 | Legal | $2,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,066 | $50,127+267.2% | $149,673+23.0% | $80,160+129.6% |
| Participation rate | 81.8% | 64.3%+17.6pp | 78.8%+3.1pp | 72.9%+8.9pp |
| Annual return | 17.85% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.5pp |
| Employer contribution / active EE | $6,762 | $1,865+262.6% | $4,818+40.4% | $2,978+127.1% |
| Participant deferral / active EE | $5,571 | $3,194+74.4% | $5,680-1.9% | $5,017+11.0% |
| Admin fee / account holder | $224 | $153+47.0% | $13,210-98.3% | $145+54.8% |