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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,154 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $35,562 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $20,550 |
SAUL EWING5 years Filed as: SAUL EWING ARNSTEIN & LEHR Service code 29 · EIN 23-1416352 | Legal | $8,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $125,033 | $96,018+30.2% | $65,493+90.9% | $85,563+46.1% |
| Participation rate | 92.7% | 74.8%+17.8pp | 73.1%+19.6pp | 66.0%+26.7pp |
| Annual return | 10.26% | 14.51%-4.3pp | 982.45%-972.2pp | 31.51%-21.3pp |
| Employer contribution / active EE | $239 | $3,235-92.6% | $2,574-90.7% | $2,654-91.0% |
| Participant deferral / active EE | $5,025 | $4,055+23.9% | $3,961+26.8% | $4,375+14.8% |
| Admin fee / account holder | $143 | $271-47.0% | $5,028-97.1% | $834-82.8% |