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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $241,859 |
SELLWOOD CONSULTING LLC3 years Filed as: SELLWOOD CONSULTING, LLC Service code 16 · EIN 80-0827237 | Consulting | $39,681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,055 | $77,197-45.5% | $86,874-51.6% | $93,030-54.8% |
| Participation rate | 80.1% | 78.2%+1.9pp | 71.6%+8.5pp | 73.9%+6.2pp |
| Annual return | 14.79% | 16.31%-1.5pp | 63.52%-48.7pp | 158.70%-143.9pp |
| Employer contribution / active EE | $903 | $2,514-64.1% | $2,495-63.8% | $2,706-66.6% |
| Participant deferral / active EE | $2,327 | $3,831-39.3% | $3,699-37.1% | $4,562-49.0% |
| Admin fee / account holder | $87 | $105-17.5% | $5,828-98.5% | $152-42.9% |