Filed January 19, 2017 (most recent of 4 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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $21,911 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 15 · EIN 20-0361079 522 SW 5TH AVE STE 1315 · PORTLAND, OR 972042105 | Recordkeeping | $14,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,914 | $57,976+144.8% | $62,995+125.3% | $62,292+127.8% |
| Participation rate | 69.5% | 75.9%-6.4pp | 74.8%-5.3pp | 69.5%0pp |
| Annual return | 13.62% | 17.54%-3.9pp | 87.57%-73.9pp | 28.90%-15.3pp |
| Employer contribution / active EE | $5,200 | $2,415+115.4% | $2,759+88.5% | $2,042+154.6% |
| Participant deferral / active EE | $6,873 | $2,956+132.5% | $3,329+106.4% | $3,169+116.9% |
| Admin fee / account holder | $141 | $276-49.0% | $3,600-96.1% | $479-70.7% |