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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,208 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $15,650 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $13,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $85,549 | $93,182-8.2% | $146,665-41.7% | $79,386+7.8% |
| Participation rate | 78.5% | 76.4%+2.1pp | 80.1%-1.6pp | 70.7%+7.8pp |
| Annual return | 14.16% | 21.61%-7.5pp | 22.74%-8.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,478 | $2,420-38.9% | $4,136-64.3% | $2,427-39.1% |
| Participant deferral / active EE | $4,699 | $4,169+12.7% | $5,506-14.7% | $4,046+16.1% |
| Admin fee / account holder | $295 | $585-49.6% | $10,280-97.1% | $626-52.9% |