Filed March 19, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $198,802 |
MULTNOMAH GROUP8 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 111 SW 5TH AVE STE 4000 · PORTLAND, OR 97204 | Consulting | $49,994 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 220 S 6TH ST STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $17,430 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,163 | $91,762+96.3% | $67,502+166.9% | $77,643+132.0% |
| Participation rate | 98.3% | 75.9%+22.4pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 11.34% | 14.87%-3.5pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $7,322 | $3,181+130.2% | $2,731+168.1% | $2,726+168.6% |
| Participant deferral / active EE | $5,545 | $3,903+42.1% | $4,000+38.6% | $4,647+19.3% |
| Admin fee / account holder | $121 | $176-31.5% | $3,998-97.0% | $430-72.0% |