Filed June 7, 2014 (most recent of 5 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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $70,320 |
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $45,164 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $13,149 |
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 | $50,065 | $62,324-19.7% | $68,509-26.9% | $55,191-9.3% |
| Participation rate | 85.5% | 78.9%+6.6pp | 74.7%+10.7pp | 69.2%+16.3pp |
| Annual return | -0.85% | 4.26%-5.1pp | 8.27%-9.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $2,512 | $2,223+13.0% | $2,278+10.3% | $1,899+32.3% |
| Participant deferral / active EE | $3,416 | $3,425-0.3% | $3,382+1.0% | $3,046+12.1% |
| Admin fee / account holder | $189 | $91+106.4% | $5,275-96.4% | $91+107.8% |