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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $79,064 |
ARNERICH MASSENA2+ years Service code 27 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,581 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,944 | $88,730+208.7% | $82,313+232.8% | $77,958+251.4% |
| Participation rate | 96.0% | 84.5%+11.5pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 15.41% | 20.88%-5.5pp | 25.88%-10.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $3,554 | $2,758+28.8% | $2,428+46.4% | $2,310+53.8% |
| Participant deferral / active EE | $14,953 | $4,634+222.7% | $3,706+303.5% | $3,537+322.8% |
| Admin fee / account holder | $23 | $74-69.0% | $5,608-99.6% | $97-76.4% |