Filed April 2, 2014 (most recent of 9 filings on file)
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 |
|---|---|---|
BAKER NEWMAN NOYES4 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $11,600 |
PORTLAND TRUST COMPANY3 years Service code 16 TWO CITY CENTER · PORTLAND, OR 04101 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,366 | $102,553-21.6% | $151,611-47.0% | $66,914+20.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.53% | -10.82%-0.7pp | 3.33%-14.9pp | 1.58%-13.1pp |
| Employer contribution / active EE | $4,627 | $4,180+10.7% | $6,166-25.0% | $2,544+81.9% |
| Participant deferral / active EE | $7,415 | $6,641+11.7% | $8,363-11.3% | $4,237+75.0% |
| Admin fee / account holder | $29 | $630-95.4% | $11,616-99.8% | $593-95.2% |