Filed December 30, 2014 (most recent of 2 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 9-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 |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $460,316 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $458,879 |
VIGILANT SERVICES, INC.7+ years Filed as: VIGILANT SERVICES Service code 14 · EIN 93-0877675 | Plan Administrator | $408,000 |
BRENTWOOD ASSET ADVISORS5 years Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 22 · EIN 59-3718394 | Insurance Broker | $150,000 |
STOEL RIVES LLP7+ years Filed as: STOEL RIVES, ET AL. Service code 29 · EIN 93-0408771 | Legal | $127,573 |
WOODRUFF SAWYER & CO5 years Filed as: WOODRUFF-SAWYER CO. Service code 22 · EIN 26-2379287 | Insurance Broker | $72,995 |
GEFFEN MESHER7+ years Filed as: GEFFEN MESHER AND COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $69,000 |
US NATIONAL BANK7+ years Service code 19 · EIN 93-0571730 | Securities Custodian | $52,771 |
RVK, INC.6 years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $52,312 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -2.17% | 0.10%-2.3pp | -4.80%+2.6pp | -14.65%+12.5pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,631-100.0% |