Filed October 18, 2004 (most recent of 2 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 9-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 |
|---|---|---|
ARNERICH MASSENA1+ years Service code 14 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Plan Administrator | $55,000 |
MOSS ADAMS LLP1+ years Filed as: MOSS- ADAMS Service code 16 PO BOX 748369 · LOS ANGELES, CA 90074 | Consulting | $25,725 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,617 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $243,868 | $80,211+204.0% | $74,183+228.7% | $63,975+281.2% |
| Participation rate | 96.8% | 84.2%+12.7pp | 76.6%+20.2pp | 71.1%+25.7pp |
| Annual return | -0.02% | 14.13%-14.2pp | 17.74%-17.8pp | 48.65%-48.7pp |
| Employer contribution / active EE | $3,872 | $2,553+51.6% | $2,370+63.4% | $2,182+77.5% |
| Participant deferral / active EE | $15,081 | $4,370+245.1% | $3,550+324.9% | $3,356+349.3% |
| Admin fee / account holder | $14 | $67-79.2% | $5,586-99.7% | $70-80.2% |