Filed October 18, 2004
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 37 · EIN 04-2647786 | Loan Processing | $56,319 |
MULTNOMAH GROUP4+ years Service code 70 · EIN 20-0361079 | Consulting Fees | $21,215 |
GEFFEN MESHER4+ years Filed as: GEFFEN MESHER & COMPANY P C Service code 10 · EIN 93-1042710 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,948 | $73,102+66.8% | $123,544-1.3% | $56,287+116.7% |
| Participation rate | 97.0% | 74.3%+22.7pp | 82.3%+14.7pp | 69.9%+27.1pp |
| Annual return | -4.52% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $12,700 | $2,977+326.6% | $4,628+174.4% | $2,111+501.6% |
| Participant deferral / active EE | $4,438 | $5,423-18.2% | $6,426-30.9% | $3,350+32.5% |
| Admin fee / account holder | $322 | $554-41.8% | $9,284-96.5% | $521-38.2% |