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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $30,871 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $28,030 |
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 | $149,025 | $60,989+144.3% | $60,874+144.8% | $66,914+122.7% |
| Participation rate | 73.0% | 74.5%-1.5pp | 73.1%-0.2pp | 69.8%+3.2pp |
| Annual return | -12.27% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $6,572 | $2,661+147.0% | $2,701+143.3% | $2,544+158.3% |
| Participant deferral / active EE | $7,731 | $3,615+113.9% | $3,817+102.6% | $4,237+82.5% |
| Admin fee / account holder | $200 | $338-40.8% | $3,224-93.8% | $593-66.2% |