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 |
|---|---|---|
NWPS2 years Service code 11 · EIN 04-3724124 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Actuarial | $63,522 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 221 N WALL STREET · SPOKANE, WA 99201 | Accounting | $61,250 |
RVK, INC.9+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $26,527 |
DWS FUNDS1 year Filed as: RREEF AMERICA II REIT Service code 28 · EIN 36-4215573 100 PLAZA ONE · JERSEY CITY, NJ 073113901 | Investment Management | $21,466 |
US BANK9+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $19,301 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 47-3828930 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $7,714 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 18.82% | 7.65%+11.2pp | 5.62%+13.2pp | 7.65%+11.2pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $37,825-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |