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 |
|---|---|---|
RVK, INC.7+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $30,337 |
INDEPENDENT ACTUARIES, INC.7+ years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $20,795 |
US BANK7+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $15,012 |
PERKINS & CO2 years Filed as: PERKINS & COMPANY, PC Service code 10 1211 SW FIFTH AVENUE, SUITE 1000 · PORTLAND, OR 97204 | Accounting | $9,700 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 3.39% | 9.08%-5.7pp | 11.38%-8.0pp | 18.34%-15.0pp |
| Employer contribution / active EE | $0 | $8,992-100.0% | $18,467-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |