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 | $25,254 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $7,300 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,025 |
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 | $81,956 | $84,948-3.5% | $70,449+16.3% | $73,409+11.6% |
| Participation rate | 95.1% | 79.9%+15.1pp | 75.1%+20.0pp | 72.2%+22.9pp |
| Annual return | 11.38% | 13.39%-2.0pp | 109.03%-97.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $5,869 | $2,834+107.1% | $2,737+114.5% | $2,234+162.7% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $35 | $98-64.7% | $3,845-99.1% | $158-78.1% |