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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,565 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $18,680 |
PERKINS & CO3 years Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $14,198 |
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 | $52,357 | $82,978-36.9% | $129,995-59.7% | $71,457-26.7% |
| Participation rate | 96.9% | 74.1%+22.8pp | 78.5%+18.4pp | 67.9%+29.0pp |
| Annual return | 16.80% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,334 | $2,622-49.1% | $4,320-69.1% | $2,588-48.5% |
| Participant deferral / active EE | $4,233 | $4,432-4.5% | $5,820-27.3% | $4,289-1.3% |
| Admin fee / account holder | $212 | $1,729-87.8% | $10,614-98.0% | $1,587-86.7% |