Filed January 19, 2017 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $33,411 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $28,060 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,607 | $74,706+144.4% | $75,696+141.2% | $79,386+130.0% |
| Participation rate | 99.1% | 75.3%+23.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 12.50% | 18.52%-6.0pp | 104.53%-92.0pp | 116.85%-104.4pp |
| Employer contribution / active EE | $6,856 | $2,590+164.7% | $2,743+150.0% | $2,427+182.4% |
| Participant deferral / active EE | $8,242 | $3,533+133.3% | $3,821+115.7% | $4,046+103.7% |
| Admin fee / account holder | $225 | $374-40.0% | $3,619-93.8% | $626-64.1% |