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 & HOLST1 year Filed as: SLOY DAHL & HOLST, INC. Service code 26 · EIN 93-0989022 829 N.W. 19TH AVE · PORTLAND, OR 97209 | Advisory (Participants) | $45,075 |
Service code 10 · EIN 93-0743240 3 CENTERPOINTE DRIVE SUITE300 · LAKE OSWEGO, OR 97035 | Accounting | $11,500 |
RETIREMENT, LLC1 year Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DR SUITE B · OLKAHOMA CITY, OK 73134 | Recordkeeping | $5,700 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $5,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,092 | $58,726+87.5% | $92,233+19.4% | $62,292+76.7% |
| Participation rate | 31.4% | 68.3%-36.9pp | 76.5%-45.1pp | 69.5%-38.1pp |
| Annual return | 19.00% | 43.62%-24.6pp | 176.28%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,453 | $2,766-11.3% | $3,897-37.0% | $3,169-22.6% |
| Admin fee / account holder | $845 | $556+51.8% | $5,194-83.7% | $479+76.3% |