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 LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,575 |
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 | $101,633 | $95,542+6.4% | $69,455+46.3% | $67,579+50.4% |
| Participation rate | 71.8% | 79.4%-7.5pp | 74.6%-2.8pp | 71.3%+0.6pp |
| Annual return | 2.58% | 17.67%-15.1pp | 28.97%-26.4pp | 378.56%-376.0pp |
| Employer contribution / active EE | $2,237 | $2,989-25.2% | $2,779-19.5% | $2,148+4.1% |
| Participant deferral / active EE | $1,900 | $3,263-41.8% | $3,535-46.3% | $3,539-46.3% |
| Admin fee / account holder | $45 | $90-49.6% | $3,839-98.8% | $142-68.2% |