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 GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $30,716 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,300 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,930 | $95,542-22.6% | $69,455+6.4% | $67,579+9.4% |
| Participation rate | 97.4% | 79.4%+18.1pp | 74.6%+22.8pp | 71.3%+26.2pp |
| Annual return | 2.02% | 17.67%-15.7pp | 28.97%-27.0pp | 378.56%-376.5pp |
| Employer contribution / active EE | $5,823 | $2,989+94.8% | $2,779+109.5% | $2,148+171.1% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $50 | $90-44.8% | $3,839-98.7% | $142-65.2% |