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 CONSULTING9+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $55,395 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-2712991 | Investment Mgmt Fees | $48,034 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,797 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $8,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,686 | $30,147+11.7% | $58,482-42.4% | $80,160-58.0% |
| Participation rate | 35.1% | 34.4%+0.7pp | 50.9%-15.8pp | 72.9%-37.9pp |
| Annual return | 15.92% | 21.97%-6.1pp | 4239.32%-4223.4pp | 40.38%-24.5pp |
| Employer contribution / active EE | $131 | $528-75.2% | $1,053-87.6% | $2,978-95.6% |
| Participant deferral / active EE | $1,190 | $1,249-4.7% | $1,924-38.1% | $5,017-76.3% |
| Admin fee / account holder | $114 | $195-41.3% | $2,516-95.5% | $145-21.2% |