Filed November 30, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $297,890 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $20,805 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 37 · EIN 13-1624203 | Loan Processing | $3,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,567 | $105,179+47.0% | $64,056+141.3% | $80,160+92.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 17.77% | 20.34%-2.6pp | 33.69%-15.9pp | 40.38%-22.6pp |
| Employer contribution / active EE | $5,027 | $3,311+51.8% | $2,747+83.0% | $2,978+68.8% |
| Participant deferral / active EE | $6,547 | $4,020+62.9% | $3,880+68.7% | $5,017+30.5% |
| Admin fee / account holder | $41 | $113-63.5% | $3,068-98.7% | $145-71.5% |