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 | $83,036 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $17,889 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $13,860 |
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 | $113,284 | $83,884+35.0% | $64,056+76.9% | $74,419+52.2% |
| Participation rate | 92.0% | 76.6%+15.3pp | 72.3%+19.7pp | 70.7%+21.2pp |
| Annual return | 13.01% | 16.57%-3.6pp | 33.69%-20.7pp | 34.38%-21.4pp |
| Employer contribution / active EE | $163 | $3,084-94.7% | $2,747-94.1% | $2,637-93.8% |
| Participant deferral / active EE | $4,691 | $3,692+27.1% | $3,880+20.9% | $4,528+3.6% |
| Admin fee / account holder | $113 | $196-42.4% | $3,068-96.3% | $348-67.5% |