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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,788 |
PERKINS & CO4 years Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $21,952 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $19,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,516 | $88,083-30.2% | $164,813-62.7% | $74,495-17.4% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 24.33% | 17.26%+7.1pp | 69.93%-45.6pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $1,866 | $2,593-28.0% | $4,341-57.0% | $2,623-28.9% |
| Participant deferral / active EE | $5,719 | $4,498+27.2% | $6,031-5.2% | $4,346+31.6% |
| Admin fee / account holder | $265 | $2,234-88.1% | $12,690-97.9% | $1,942-86.4% |