Filed December 5, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,370 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $15,756 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,483 | $60,323+91.4% | $81,812+41.2% | $74,495+55.0% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.9pp |
| Annual return | 10.99% | 16.90%-5.9pp | 773.79%-762.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $14,660 | $2,620+459.5% | $2,912+403.4% | $2,623+458.9% |
| Participant deferral / active EE | $14,198 | $3,387+319.1% | $4,319+228.8% | $4,346+226.7% |
| Admin fee / account holder | $277 | $1,486-81.3% | $7,386-96.2% | $1,942-85.7% |