Filed December 8, 2014
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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 13 · EIN 91-2090931 | Contract Administrator | $60,134 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Trustee (dire... | $28,270 |
ROTH ASSET MANAGEMENT, INC.1+ years Filed as: ROTH ASSET MANAGEMENT Service code 26 · EIN 20-0160353 | Advisory (Participants) | $9,100 |
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 | $78,293 | $37,117+110.9% | $147,614-47.0% | $55,191+41.9% |
| Participation rate | 91.8% | 63.6%+28.1pp | 84.6%+7.1pp | 69.2%+22.6pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,283 | $1,620+102.6% | $5,564-41.0% | $1,899+72.9% |
| Participant deferral / active EE | $4,115 | $1,985+107.3% | $4,895-15.9% | $3,046+35.1% |
| Admin fee / account holder | $138 | $86+60.7% | $11,611-98.8% | $91+51.5% |