Filed February 13, 2014
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 |
|---|---|---|
SLOY DAHL & HOLST8 years Filed as: SLOY DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 829 N.W. 19TH AVE · PORTLAND, OR 97209 | Advisory (Participants) | $71,614 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $37,484 |
HOFFMAN, STEWART AND SCHMIDT, P.C.10+ years Service code 10 · EIN 90-0743240 3 CENTERPOINT DRIVE SUITE 300 · LAKE OSWEGO, OR 97035 | Accounting | $18,201 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,891 | $80,731-27.1% | $103,374-43.0% | $74,546-21.0% |
| Participation rate | 76.6% | 65.7%+11.0pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 17.57% | 27.56%-10.0pp | 24.89%-7.3pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $924 | $3,158-70.7% | $3,869-76.1% | $2,624-64.8% |
| Participant deferral / active EE | $4,893 | $3,860+26.8% | $5,058-3.3% | $4,347+12.6% |
| Admin fee / account holder | $528 | $2,369-77.7% | $8,394-93.7% | $1,944-72.8% |