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 GROUP2 years 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 | $15,800 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,477 | $84,948+23.0% | $70,449+48.3% | $73,409+42.3% |
| Participation rate | 77.4% | 79.9%-2.6pp | 75.1%+2.3pp | 72.2%+5.2pp |
| Annual return | 13.56% | 13.39%+0.2pp | 109.03%-95.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,176 | $2,834-23.2% | $2,737-20.5% | $2,234-2.6% |
| Participant deferral / active EE | $2,002 | $3,387-40.9% | $3,709-46.0% | $3,805-47.4% |
| Admin fee / account holder | $38 | $98-61.3% | $3,845-99.0% | $158-76.0% |