Filed November 22, 2000
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 |
|---|---|---|
PIONEER2 years Filed as: PIONEER TRUST BANK, NA Service code 21 109 COMMERCIAL ST NE · SALEM, OR 97301 | Bank Trustee | $16,770 |
GROVE MUELLER & SWANK PC1 year Filed as: GROVE MUELLER & SWANK, P.C. Service code 10 475 COTTAGE STREET NE, SUITE 200 · SALEM, OR 97301 | Accounting | $14,250 |
DAVID DOUGHERTY LLC2 years Service code 11 480 KALEETAN PL NE · BAINBRIDGE ISLAND, WA 98110 | Actuarial | $12,638 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 11.75% | 9.11%+2.6pp | 10.75%+1.0pp | 18.34%-6.6pp |
| Employer contribution / active EE | $3,466 | $16,122-78.5% | $35,162-90.1% | $14,665-76.4% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |