Filed January 11, 2001
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 10-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 |
|---|---|---|
KBF CPAS LLP1 year Service code 99 111 SW 5TH AVE STE 1850 · PORTLAND, OR 97204 | Other Fees | $17,038 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,948 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,601 | $62,586+84.7% | $76,768+50.6% | $64,186+80.1% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -4.11% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,094 | $1,832+68.9% | $2,485+24.5% | $2,381+29.9% |
| Participant deferral / active EE | $10,235 | $3,145+225.5% | $3,852+165.7% | $3,470+195.0% |
| Admin fee / account holder | $45 | $4,667-99.0% | $6,675-99.3% | $4,888-99.1% |