Filed April 25, 1996
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 |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING4+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $60,832 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $57,925 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,941 | $23,119-22.4% | $71,086-74.8% | $75,289-76.2% |
| Participation rate | 45.4% | 36.3%+9.1pp | 54.7%-9.2pp | 72.4%-27.0pp |
| Annual return | -6.33% | -3.32%-3.0pp | 650.59%-656.9pp | -0.04%-6.3pp |
| Employer contribution / active EE | $107 | $399-73.1% | $1,088-90.1% | $2,405-95.5% |
| Participant deferral / active EE | $997 | $960+3.9% | $1,874-46.8% | $3,739-73.3% |
| Admin fee / account holder | $106 | $89+18.5% | $3,082-96.6% | $102+3.6% |