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 MASSENA3+ years Filed as: ARNERICH MASSENA INC Service code 16 2045 NE MARTIN LUTHER KING JR. BLVD · PORTLAND, OR 97212 | Consulting | $43,000 |
Filed as: MILLER NASH GRAHAM AND DUNN Service code 29 P.O. BOX 3585 · PORTLAND, OR 97208 | Legal | $13,112 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,828 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $310 |
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 | $197,232 | $69,305+184.6% | $82,313+139.6% | $69,631+183.3% |
| Participation rate | 79.7% | 80.3%-0.5pp | 76.9%+2.8pp | 70.7%+9.0pp |
| Annual return | 14.93% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,328 | $1,887+23.4% | $2,428-4.1% | $2,032+14.6% |
| Participant deferral / active EE | $7,298 | $3,568+104.5% | $3,706+96.9% | $3,224+126.4% |
| Admin fee / account holder | $96 | $97-1.3% | $5,608-98.3% | $110-13.1% |