Filed October 22, 2008 (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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $9,085 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $9,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,707 | $80,005-14.1% | $140,016-50.9% | $55,725+23.3% |
| Participation rate | 90.5% | 87.0%+3.5pp | 87.5%+3.0pp | 70.9%+19.6pp |
| Annual return | -5.69% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,593 | $3,403+35.0% | $5,606-18.1% | $2,078+121.0% |
| Participant deferral / active EE | $4,107 | $5,264-22.0% | $6,927-40.7% | $3,356+22.4% |
| Admin fee / account holder | $226 | $116+95.2% | $10,705-97.9% | $115+96.0% |