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 CONSULTING6+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $63,161 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $60,604 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,960 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,992 | $29,516-1.8% | $77,482-62.6% | $90,288-67.9% |
| Participation rate | 46.0% | 33.7%+12.4pp | 54.2%-8.2pp | 73.4%-27.3pp |
| Annual return | 14.76% | 231.18%-216.4pp | 54.79%-40.0pp | 53.97%-39.2pp |
| Employer contribution / active EE | $43 | $381-88.8% | $986-95.7% | $2,524-98.3% |
| Participant deferral / active EE | $1,046 | $944+10.8% | $1,861-43.8% | $4,232-75.3% |
| Admin fee / account holder | $137 | $106+29.1% | $2,858-95.2% | $114+19.9% |