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 |
|---|---|---|
NWPS3 years Service code 11 · EIN 04-3724124 160 W SANTA CLARA STREET · SAN JOSE, CA 96113 | Actuarial | $71,751 |
BDO USA, LLP10+ years Service code 10 · EIN 13-5381590 221 N WALL STREET SUITE 400 · SPOKANE, WA 992010611 | Accounting | $55,700 |
US BANK10+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 555 SW OAK STREET 6TH FLOOR · PORTLAND, OR 97208 | Bank Trustee | $20,253 |
RVK, INC.10+ years Filed as: RV KUHNS AND ASSOCIATES Service code 28 · EIN 93-0910652 1211 SW 5TH AVENUE SUITE 900 · PORTLAND, OR 97204 | Investment Management | $18,337 |
DWS FUNDS2 years Filed as: RREEF AMERICA II REIT Service code 28 · EIN 36-4215573 100 PLAZA ONE · JERSEY CITY, NJ 073113901 | Investment Management | $8,834 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 47-3828930 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $8,253 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 17.23% | 9.14%+8.1pp | 0.02%+17.2pp | 9.14%+8.1pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $32,547-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |