Filed October 18, 2004
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 9-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 |
|---|---|---|
PERKINS & CO1 year Filed as: PERKINS & COMPANY,P.C. Service code 10 · EIN 93-0928924 | Accounting | $14,615 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $13,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,419 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,595 | $81,474-2.3% | $133,956-40.6% | $73,488+8.3% |
| Participation rate | 70.9% | 76.4%-5.5pp | 79.8%-9.0pp | 70.7%+0.2pp |
| Annual return | 15.87% | 19.40%-3.5pp | 45.09%-29.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,104 | $2,209-50.0% | $3,919-71.8% | $2,270-51.4% |
| Participant deferral / active EE | $3,658 | $3,786-3.4% | $5,048-27.5% | $3,740-2.2% |
| Admin fee / account holder | $252 | $713-64.7% | $8,927-97.2% | $513-50.9% |