Filed October 18, 2004
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,277 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $66,000 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $25,525 |
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 | $181,347 | $93,351+94.3% | $62,929+188.2% | $79,634+127.7% |
| Participation rate | 98.7% | 74.6%+24.0pp | 73.1%+25.6pp | 62.5%+36.2pp |
| Annual return | 14.21% | 14.37%-0.2pp | 1063.93%-1049.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $4,909 | $3,135+56.6% | $2,505+96.0% | $2,529+94.1% |
| Participant deferral / active EE | $5,229 | $3,921+33.4% | $3,888+34.5% | $3,835+36.4% |
| Admin fee / account holder | $174 | $229-23.9% | $5,065-96.6% | $1,002-82.6% |