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.10+ years Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $20,187 |
RVK, INC.10+ years Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $19,956 |
US BANK10+ years Service code 21 · EIN 41-0255900 | Bank Trustee | $13,239 |
PERKINS & CO5 years Filed as: PERKINS & COMPANY, PC Service code 10 1211 SW FIFTH AVENUE, SUITE 1000 · PORTLAND, OR 97204 | Accounting | $11,250 |
SAALFELD GRIGGS PC1 year Filed as: SAALFELD GRIGGS, PC Service code 29 · EIN 93-0877291 | Legal | $6,273 |
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.
Annual investment return 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 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | -0.48% | 6.95%-7.4pp | 8.91%-9.4pp | 8.23%-8.7pp |
| Employer contribution / active EE | $5,175 | $9,078-43.0% | $24,376-78.8% | $13,859-62.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |