Filed June 30, 1995
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $155,015 |
MULTNOMAH GROUP6+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $19,118 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,900 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $490 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $72,529 | $176,491-58.9% | $95,952-24.4% | $90,288-19.7% |
| Participation rate | 94.9% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.5pp |
| Annual return | 13.71% | 20.14%-6.4pp | 91.61%-77.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $862 | $2,789-69.1% | $2,541-66.1% | $2,524-65.8% |
| Participant deferral / active EE | $4,271 | $5,340-20.0% | $4,167+2.5% | $4,232+0.9% |
| Admin fee / account holder | $95 | $154-38.5% | $6,795-98.6% | $114-17.0% |