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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,845 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $80,503 |
ARNERICH MASSENA4+ years Service code 16 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Consulting | $56,250 |
MOSS ADAMS LLP1 year Filed as: MOSSADAMS Service code 16 · EIN 91-0189318 | Consulting | $37,535 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $305,310 | $105,247+190.1% | $87,100+250.5% | $77,787+292.5% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.5pp | 73.2%+23.2pp |
| Annual return | 27.60% | 24.52%+3.1pp | 28.19%-0.6pp | 32.57%-5.0pp |
| Employer contribution / active EE | $5,006 | $2,895+72.9% | $2,521+98.5% | $2,504+99.9% |
| Participant deferral / active EE | $15,474 | $5,060+205.8% | $4,049+282.2% | $3,967+290.0% |
| Admin fee / account holder | $50 | $104-52.6% | $7,497-99.3% | $100-50.5% |