Filed August 14, 2002 (most recent of 3 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 |
|---|---|---|
VENUTI & ASSOCIATES1+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3724124 5050 EL CAMINO REAL SUITE 106 · LOS ALTOS, CA 94022 | Actuarial | $88,040 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $16,000 |
RVK, INC.1+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $14,879 |
US BANK1+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $13,527 |
PINNACLE EQUITY FUND L.P.1+ years Filed as: PINNACLE EQUITY FUND LP Service code 28 · EIN 13-3485967 335 MADISON AVENUE 11TH FLOOR · NEW YORK, NY 100174611 | Investment Management | $9,683 |
COLCHESTER REAL RETURN BOND FUND1+ years Filed as: COLCHESTER REAL RETURN BOND Service code 28 · EIN 20-2552412 885 THIRD AVENUE 24TH FL · NEW YORK, NY 10022 | Investment Management | $624 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 11.32% | 7.18%+4.1pp | 4.64%+6.7pp | 7.18%+4.1pp |
| Employer contribution / active EE | $2,084 | $13,095-84.1% | $35,349-94.1% | $13,095-84.1% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |