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 |
|---|---|---|
PIONEER4 years Filed as: PIONEER TRUST BANK, NA Service code 21 109 COMMERCIAL ST NE · SALEM, OR 97301 | Bank Trustee | $18,329 |
GROVE MUELLER & SWANK PC3 years Filed as: GROVE MUELLER & SWANK, P.C. Service code 10 475 COTTAGE STREET NE, SUITE 200 · SALEM, OR 97301 | Accounting | $15,500 |
DAVID DOUGHERTY LLC4 years Service code 11 480 KALEETAN PL NE · BAINBRIDGE ISLAND, WA 98110 | Actuarial | $13,813 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.57% | 9.92%+1.7pp | 32.30%-20.7pp | 22.81%-11.2pp |
| Employer contribution / active EE | $3,168 | $16,139-80.4% | $33,955-90.7% | $18,290-82.7% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |