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 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 |
|---|---|---|
PARNASSUS1 year Filed as: PARNASSUS INVESTMENTS LLC Service code 28 · EIN 87-2269073 | Investment Management | $799,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $760,270 |
Filed as: NORTHWEST INVESTMENT CONSULTING, I Service code 15 · EIN 91-2090931 | Recordkeeping | $293,662 |
INVESCO1 year Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $240,957 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 16 · EIN 22-2232264 | Consulting | $105,719 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 49 · EIN 82-3967259 | Other Services | $37,093 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $29,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,983 | $106,382-44.6% | $120,354-51.0% | $106,382-44.6% |
| Participation rate | 45.0% | 69.9%-24.8pp | 71.9%-26.9pp | 69.9%-24.8pp |
| Annual return | 11.42% | 17.37%-5.9pp | 107.15%-95.7pp | 17.37%-5.9pp |
| Employer contribution / active EE | $973 | $3,364-71.1% | $3,463-71.9% | $3,364-71.1% |
| Participant deferral / active EE | $1,789 | $5,569-67.9% | $4,991-64.2% | $5,569-67.9% |
| Admin fee / account holder | $80 | $79+0.5% | $9,423-99.2% | $79+0.5% |