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 |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $54,602 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $26,685 |
CHARLES SCHWAB & CO., INC.3 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $19,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,389 | $67,984+209.5% | $65,493+221.2% | $74,304+183.1% |
| Participation rate | 93.6% | 66.3%+27.2pp | 73.1%+20.5pp | 60.3%+33.2pp |
| Annual return | 15.29% | 19.87%-4.6pp | 982.45%-967.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $8,049 | $2,491+223.1% | $2,574+212.7% | $2,241+259.1% |
| Participant deferral / active EE | $9,172 | $3,346+174.1% | $3,961+131.6% | $3,767+143.5% |
| Admin fee / account holder | $350 | $1,373-74.5% | $5,028-93.0% | $2,969-88.2% |