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 |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $68,799 |
COLDSTREAM WEALTH MANAGEMENT3 years Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $21,870 |
INDEPENDENT ACTUARIES, INC.6 years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $21,470 |
FIVE STAR PRINTING & MAILING5 years Filed as: FIVE POINTS CAPITAL, INC. Service code 72 101 N CHERRY ST #700 · WINSTON-SALEM, NC 27101 | Other investment fees and expenses | $5,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 5.46% | 17.94%-12.5pp | 32.30%-26.8pp | 37.74%-32.3pp |
| Employer contribution / active EE | $1,793 | $10,320-82.6% | $33,955-94.7% | $15,781-88.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |