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 GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $29,795 |
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $23,316 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD., SUITE 500 · SAN RAMON, CA 945834600 | Accounting | $23,000 |
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 | $164,042 | $65,322+151.1% | $70,449+132.9% | $73,488+123.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 11.67% | 15.71%-4.0pp | 109.03%-97.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $8,124 | $2,460+230.3% | $2,737+196.9% | $2,270+257.9% |
| Participant deferral / active EE | $9,936 | $3,375+194.4% | $3,709+167.9% | $3,740+165.7% |
| Admin fee / account holder | $290 | $214+35.5% | $3,845-92.5% | $513-43.5% |