Filed November 9, 2005
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 |
|---|---|---|
GARY MCGEE & CO. LLP2+ years Service code 10 808 SW THIRD AVENUE, STE 700 · PORTLAND, OR 97204 | Accounting | $10,370 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,526 |
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 | $65,476 | $75,183-12.9% | $123,892-47.2% | $55,167+18.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.24% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $4,038 | $2,823+43.0% | $4,617-12.5% | $1,963+105.7% |
| Participant deferral / active EE | $3,663 | $5,084-27.9% | $5,984-38.8% | $3,054+19.9% |
| Admin fee / account holder | $127 | $663-80.9% | $8,357-98.5% | $504-74.8% |