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 |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $28,822 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $25,622 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,858 | $60,795+146.5% | $69,455+115.8% | $65,185+129.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 19.51% | 17.46%+2.0pp | 28.97%-9.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $7,900 | $2,452+222.2% | $2,779+184.3% | $2,177+263.0% |
| Participant deferral / active EE | $9,544 | $3,162+201.9% | $3,535+170.0% | $3,514+171.6% |
| Admin fee / account holder | $199 | $314-36.5% | $3,839-94.8% | $847-76.5% |