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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $34,007 |
Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY ST · SAN FRANCISCO, CA 94111 | Accounting | $14,000 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972043643 | Advisory (Plan) | $13,644 |
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 | $177,534 | $65,557+170.8% | $64,056+177.2% | $71,457+148.4% |
| Participation rate | 95.8% | 73.2%+22.6pp | 72.3%+23.5pp | 67.9%+27.9pp |
| Annual return | 18.41% | 18.94%-0.5pp | 33.69%-15.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $7,972 | $2,669+198.7% | $2,747+190.3% | $2,588+208.1% |
| Participant deferral / active EE | $9,140 | $3,626+152.1% | $3,880+135.6% | $4,289+113.1% |
| Admin fee / account holder | $215 | $616-65.1% | $3,068-93.0% | $1,587-86.4% |