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 & ASSOCIATES3+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3724124 5050 EL CAMINO REAL SUITE 106 · LOS ALTOS, CA 94022 | Actuarial | $96,058 |
PINNACLE EQUITY FUND L.P.3+ years Filed as: PINNACLE EQUITY FUND LP Service code 28 · EIN 13-3485967 335 MADISON AVENUE 11TH FLOOR · NEW YORK, NY 100174611 | Investment Management | $23,580 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 601 W RIVERSIDE AVE SUITE 900 · SPOKANE, WA 992010611 | Accounting | $16,000 |
US BANK3+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $15,762 |
RVK, INC.3+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $15,457 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $463,922-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 17.6%-17.6pp | 4.7%-4.7pp |
| Annual return | -0.85% | -0.69%-0.2pp | 60.62%-61.5pp | -0.69%-0.2pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $61,657-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $288-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $23-100.0% | $124-100.0% |