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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $96,566 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $16,800 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $6,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,140 | $79,124+37.9% | $60,874+79.3% | $64,808+68.4% |
| Participation rate | 91.7% | 77.7%+14.0pp | 73.1%+18.6pp | 71.5%+20.3pp |
| Annual return | -6.46% | -7.13%+0.7pp | 16.90%-23.4pp | 32.82%-39.3pp |
| Employer contribution / active EE | $214 | $3,050-93.0% | $2,701-92.1% | $2,506-91.5% |
| Participant deferral / active EE | $5,066 | $3,725+36.0% | $3,817+32.7% | $4,310+17.5% |
| Admin fee / account holder | $121 | $106+14.2% | $3,224-96.3% | $188-35.8% |