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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $44,525 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $27,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $10,500 |
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 | $187,891 | $69,763+169.3% | $67,502+178.3% | $74,495+152.2% |
| Participation rate | 94.5% | 71.4%+23.2pp | 72.9%+21.7pp | 67.2%+27.3pp |
| Annual return | 15.33% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $8,144 | $2,704+201.2% | $2,731+198.2% | $2,623+210.5% |
| Participant deferral / active EE | $9,647 | $3,636+165.3% | $4,000+141.2% | $4,346+122.0% |
| Admin fee / account holder | $293 | $896-67.3% | $3,998-92.7% | $1,942-84.9% |