Filed August 14, 2009 (most recent of 5 filings on file)
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 |
|---|---|---|
ARNERICH MASSENA2+ years Filed as: ARNERICH MASSENA INC Service code 16 2045 NE MARTIN LUTHER KING JR BLVD · PORTLAND, OR 97212 | Consulting | $40,850 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,416 |
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 | $175,549 | $63,905+174.7% | $74,183+136.6% | $57,658+204.5% |
| Participation rate | 85.2% | 79.8%+5.5pp | 76.6%+8.6pp | 70.2%+15.0pp |
| Annual return | 6.01% | 60.60%-54.6pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,389 | $1,840+29.8% | $2,370+0.8% | $1,974+21.1% |
| Participant deferral / active EE | $7,293 | $3,448+111.5% | $3,550+105.5% | $3,061+138.3% |
| Admin fee / account holder | $75 | $91-17.7% | $5,586-98.7% | $95-20.7% |