Filed June 16, 2005
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 |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $40,833 |
DESCHUTES INVESTMENT CONSULTING5+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $26,222 |
Filed as: ALDRICH CPAS AND ADVISORS, LLP Service code 10 · EIN 93-0623286 | Accounting | $11,108 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,291 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,675 | $58,655-46.0% | $91,989-65.6% | $65,185-51.4% |
| Participation rate | 70.7% | 75.3%-4.5pp | 78.6%-7.9pp | 70.2%+0.5pp |
| Annual return | 13.34% | 33.92%-20.6pp | 69.02%-55.7pp | 29.38%-16.0pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,798 | $5,474-67.2% | $5,923-69.7% | $3,514-48.8% |
| Admin fee / account holder | $389 | $434-10.5% | $7,743-95.0% | $847-54.1% |