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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,731 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $22,725 |
PERKINS & CO2 years Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,858 | $86,655-22.8% | $119,609-44.1% | $66,914-0.1% |
| Participation rate | 82.4% | 75.6%+6.9pp | 79.3%+3.2pp | 69.8%+12.6pp |
| Annual return | -17.15% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,526 | $2,536-39.8% | $4,232-63.9% | $2,544-40.0% |
| Participant deferral / active EE | $4,712 | $4,358+8.1% | $5,602-15.9% | $4,237+11.2% |
| Admin fee / account holder | $287 | $755-62.0% | $10,323-97.2% | $593-51.7% |