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.6+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $33,020 |
Filed as: ALDRICH CPAS AND ADVISORS, LLP Service code 10 · EIN 93-0623286 | Accounting | $23,500 |
DESCHUTES INVESTMENT CONSULTING6+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $22,035 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,662 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,298 | $70,475-54.2% | $100,516-67.9% | $79,858-59.6% |
| Participation rate | 51.7% | 73.7%-22.0pp | 79.4%-27.7pp | 69.6%-18.0pp |
| Annual return | 6.76% | 21.90%-15.1pp | 30.89%-24.1pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,531 | $5,181-51.2% | $6,270-59.6% | $3,740-32.3% |
| Admin fee / account holder | $447 | $4,478-90.0% | $8,081-94.5% | $5,306-91.6% |