Filed May 3, 2012 (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 |
|---|---|---|
ROSENBAUM FINANCIAL5+ years Filed as: ROSENBAUM FINANCIAL, INC. Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $164,329 |
Service code 13 · EIN 13-3689044 | Contract Administrator | $46,152 |
INDEPENDENT ACTUARIES, INC.2 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $25,245 |
FORDHAM & CO LLP2 years Service code 10 · EIN 93-1298398 | Accounting | $25,000 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $6,805 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 13.45% | 15.61%-2.2pp | 20.73%-7.3pp | 53.27%-39.8pp |
| Employer contribution / active EE | $20,804 | $10,773+93.1% | $36,500-43.0% | $14,774+40.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |