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.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $86,352 |
DESCHUTES INVESTMENT CONSULTING2+ years Filed as: DESCHUTES INVESTMENT ADVISORS Service code 27 · EIN 87-0554544 | Advisory (Plan) | $44,710 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $22,227 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 99 THIRD AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Accounting | $13,057 |
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 | $50,291 | $74,024-32.1% | $77,999-35.5% | $57,658-12.8% |
| Participation rate | 76.6% | 79.7%-3.2pp | 75.5%+1.1pp | 70.2%+6.3pp |
| Annual return | 9.39% | 12.14%-2.8pp | 425.96%-416.6pp | 5.13%+4.3pp |
| Employer contribution / active EE | $615 | $2,365-74.0% | $2,470-75.1% | $1,974-68.9% |
| Participant deferral / active EE | $3,047 | $3,533-13.8% | $3,497-12.9% | $3,061-0.5% |
| Admin fee / account holder | $233 | $93+150.2% | $5,480-95.7% | $95+146.7% |