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 MASSENA1 year 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 & DUNN Service code 29 PO BOX 3585 · PORTLAND, OR 97208 | Legal | $25,775 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $6,043 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $5,028 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,564 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $1,054 |
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 | $179,248 | $65,118+175.3% | $76,768+133.5% | $55,725+221.7% |
| Participation rate | 85.5% | 79.6%+5.9pp | 77.0%+8.5pp | 70.9%+14.6pp |
| Annual return | -4.04% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,699 | $1,941+39.1% | $2,485+8.6% | $2,078+29.9% |
| Participant deferral / active EE | $7,791 | $3,688+111.2% | $3,852+102.3% | $3,356+132.2% |
| Admin fee / account holder | $132 | $116+13.8% | $6,675-98.0% | $115+14.5% |