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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,980 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $25,876 |
CROWE LLP5 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,900 |
SAUL EWING1 year Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 | Legal | $6,747 |
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 | $95,254 | $94,833+0.4% | $75,696+25.8% | $86,799+9.7% |
| Participation rate | 91.8% | 79.1%+12.7pp | 74.8%+16.9pp | 72.3%+19.5pp |
| Annual return | 17.89% | 16.91%+1.0pp | 104.53%-86.6pp | 97.91%-80.0pp |
| Employer contribution / active EE | $2,442 | $2,904-15.9% | $2,743-11.0% | $2,405+1.5% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $168 | $109+54.4% | $3,619-95.4% | $170-1.1% |