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 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 |
|---|---|---|
OSI CONSULTING INC1 year Filed as: OSI DIGITAL Service code 14 · EIN 95-4844560 | Plan Administrator | $21,745 |
VERUS4+ years Service code 27 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $21,607 |
MOSS ADAMS LLP4+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $18,340 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,534 | $44,007-19.3% | $154,107-76.9% | $68,904-48.4% |
| Participation rate | 99.6% | 70.0%+29.5pp | 83.0%+16.5pp | 74.1%+25.4pp |
| Annual return | -4.94% | 8.15%-13.1pp | 735.12%-740.1pp | 1.07%-6.0pp |
| Employer contribution / active EE | $4,554 | $1,732+162.9% | $5,298-14.0% | $2,540+79.3% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $8 | $65-87.2% | $13,411-99.9% | $71-88.4% |