Filed November 16, 1992
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,915 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES INC. Service code 16 1211 SW 5TH AVE., SUITE 900 · PORTLAND, OR 97204 | Consulting | $32,433 |
Filed as: FIDUCIARY FIRST LLC Service code 16 · EIN 20-5582309 | Consulting | $28,396 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,133 | $80,177+71.0% | $123,892+10.7% | $57,658+137.8% |
| Participation rate | 96.3% | 74.4%+21.8pp | 81.4%+14.9pp | 70.2%+26.0pp |
| Annual return | 7.24% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $6,768 | $2,913+132.4% | $4,617+46.6% | $1,974+242.9% |
| Participant deferral / active EE | $6,892 | $5,130+34.3% | $5,984+15.2% | $3,061+125.2% |
| Admin fee / account holder | $130 | $106+22.0% | $8,357-98.4% | $95+37.2% |