Filed February 3, 2020
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 |
|---|---|---|
MULTNOMAH GROUP3+ years Service code 28 · EIN 20-0361079 | Investment Management | $16,045 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,300 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,203 |
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 | $75,600 | $70,083+7.9% | $59,878+26.3% | $55,725+35.7% |
| Participation rate | 99.3% | 78.4%+21.0pp | 74.7%+24.6pp | 70.9%+28.5pp |
| Annual return | 9.41% | 3.13%+6.3pp | 3.46%+6.0pp | 244.93%-235.5pp |
| Employer contribution / active EE | $5,636 | $2,878+95.8% | $2,722+107.1% | $2,078+171.2% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $38 | $70-46.6% | $3,590-99.0% | $115-67.4% |