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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,465 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $55,380 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $19,750 |
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 | $125,252 | $91,762+36.5% | $67,502+85.6% | $77,643+61.3% |
| Participation rate | 93.1% | 75.9%+17.2pp | 72.9%+20.2pp | 70.6%+22.5pp |
| Annual return | 14.08% | 14.87%-0.8pp | 3512.12%-3498.0pp | 31.24%-17.2pp |
| Employer contribution / active EE | $143 | $3,181-95.5% | $2,731-94.8% | $2,726-94.8% |
| Participant deferral / active EE | $4,684 | $3,903+20.0% | $4,000+17.1% | $4,647+0.8% |
| Admin fee / account holder | $162 | $176-8.0% | $3,998-96.0% | $430-62.4% |