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 | $261,611 |
SELLWOOD CONSULTING LLC4 years Filed as: SELLWOOD CONSULTING, LLC Service code 27 · EIN 80-0827237 | Advisory (Plan) | $42,069 |
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 | $32,266 | $61,756-47.8% | $70,092-54.0% | $77,904-58.6% |
| Participation rate | 83.0% | 79.9%+3.2pp | 70.5%+12.6pp | 73.7%+9.4pp |
| Annual return | -16.95% | -11.86%-5.1pp | 190.73%-207.7pp | 12.21%-29.2pp |
| Employer contribution / active EE | $834 | $2,706-69.2% | $2,559-67.4% | $2,848-70.7% |
| Participant deferral / active EE | $2,461 | $3,977-38.1% | $3,849-36.0% | $4,806-48.8% |
| Admin fee / account holder | $85 | $101-16.0% | $6,267-98.6% | $133-35.8% |