Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $153,198 |
SC&H ATTEST SERVICES, P.C.7 years Service code 10 · EIN 52-1743645 | Accounting | $30,200 |
MULTNOMAH GROUP6 years Service code 27 · EIN 93-0232310 | Advisory (Plan) | $21,538 |
HUNTON ANDREWS KURTH LLP2 years Filed as: HUTTON ANDREWS KURTH Service code 29 · EIN 54-0572269 | Legal | $1,837 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $624 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,509 | $122,186+168.9% | $146,958+123.5% | $199,593+64.6% |
| Participation rate | 88.4% | 78.3%+10.1pp | 82.2%+6.3pp | 72.0%+16.4pp |
| Annual return | 12.97% | 30.56%-17.6pp | 418.34%-405.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $15,206 | $8,502+78.8% | $8,070+88.4% | $5,087+198.9% |
| Admin fee / account holder | $79 | $179-55.9% | $12,998-99.4% | $269-70.7% |