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 & HOLST9 years Filed as: SLOY DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 829 N.W. 19TH AVE · PORTLAND, OR 97209 | Advisory (Participants) | $79,346 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $31,174 |
HOFFMAN, STEWART AND SCHMIDT, P.C.11+ years Service code 10 · EIN 90-0743240 3 CENTERPOINT DRIVE SUITE 300 · LAKE OSWEGO, OR 97035 | Accounting | $19,000 |
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 | $60,747 | $86,944-30.1% | $107,525-43.5% | $74,304-18.2% |
| Participation rate | 77.3% | 59.6%+17.7pp | 75.1%+2.2pp | 60.3%+16.9pp |
| Annual return | 21.07% | 23.52%-2.4pp | 181.32%-160.2pp | 29.43%-8.4pp |
| Employer contribution / active EE | $910 | $2,757-67.0% | $3,754-75.8% | $2,241-59.4% |
| Participant deferral / active EE | $4,636 | $3,554+30.4% | $5,116-9.4% | $3,767+23.1% |
| Admin fee / account holder | $480 | $3,727-87.1% | $8,919-94.6% | $2,969-83.8% |