Filed January 1, 2015 (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 |
|---|---|---|
INDEPENDENT ACTUARIES, INC.6+ years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $23,402 |
RVK, INC.6+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $21,273 |
US BANK6+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $14,484 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY, PC Service code 10 1211 SW FIFTH AVENUE, SUITE 1000 · PORTLAND, OR 97204 | Accounting | $9,700 |
SAALFELD GRIGGS PC1 year Service code 29 250 CHURCH STREET SE, SUITE 200 · SALEM, OR 97301 | Legal | $7,577 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 14.66% | 10.61%+4.0pp | 10.57%+4.1pp | 9.29%+5.4pp |
| Employer contribution / active EE | $1,536 | $9,838-84.4% | $18,335-91.6% | $15,168-89.9% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |