Filed September 28, 1999
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 |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 4949 MEADOWS ROAD, SUITE 200 · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $36,122 |
Filed as: NORTHWEST PLAN SERVICES, INC Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $35,034 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $8,313 |
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 | $70,964 | $69,305+2.4% | $82,313-13.8% | $69,631+1.9% |
| Participation rate | 71.7% | 80.3%-8.6pp | 76.9%-5.2pp | 70.7%+1.0pp |
| Annual return | 20.19% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,303 | $1,887-30.9% | $2,428-46.3% | $2,032-35.9% |
| Participant deferral / active EE | $4,136 | $3,568+15.9% | $3,706+11.6% | $3,224+28.3% |
| Admin fee / account holder | $151 | $97+55.2% | $5,608-97.3% | $110+36.5% |