Filed September 1, 2006 (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 9-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 |
|---|---|---|
VERUS4+ years Service code 27 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $41,393 |
MOSS ADAMS LLP4+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $23,825 |
OSI CONSULTING INC1 year Filed as: OSI DIGITAL, INC. Service code 14 · EIN 95-4844560 | Plan Administrator | $22,249 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,700 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,154 | $44,007+59.4% | $154,107-54.5% | $68,904+1.8% |
| Participation rate | 98.3% | 70.0%+28.3pp | 83.0%+15.3pp | 74.1%+24.2pp |
| Annual return | -2.76% | 8.15%-10.9pp | 735.12%-737.9pp | 1.07%-3.8pp |
| Employer contribution / active EE | $1,466 | $1,732-15.4% | $5,298-72.3% | $2,540-42.3% |
| Participant deferral / active EE | $7,281 | $2,813+158.8% | $5,081+43.3% | $4,015+81.3% |
| Admin fee / account holder | $38 | $65-41.5% | $13,411-99.7% | $71-46.8% |