Filed September 15, 1997
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 |
|---|---|---|
ARNERICH MASSENA1 year Filed as: ARNERICH MASSENA, INC Service code 27 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Advisory (Plan) | $72,125 |
FINANCIAL ENGINES6+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $56,172 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,816 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,221 | $61,473+198.1% | $81,930+123.6% | $73,409+149.6% |
| Participation rate | 95.7% | 72.4%+23.3pp | 72.0%+23.7pp | 72.2%+23.5pp |
| Annual return | 14.48% | 28.26%-13.8pp | 29.49%-15.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $3,620 | $1,898+90.8% | $4,310-16.0% | $2,234+62.1% |
| Participant deferral / active EE | $8,221 | $3,080+166.9% | $7,107+15.7% | $3,805+116.0% |
| Admin fee / account holder | $366 | $125+191.9% | $5,158-92.9% | $158+132.0% |