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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |