Filed December 9, 2014
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $201,769 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $53,950 |
INSERO & CO. CPAS, LLP10+ years Service code 10 · EIN 47-5324570 | Accounting | $21,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,448 | $91,762+119.5% | $67,502+198.4% | $77,643+159.5% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 12.08% | 14.87%-2.8pp | 3512.12%-3500.0pp | 31.24%-19.2pp |
| Employer contribution / active EE | $8,150 | $3,181+156.2% | $2,731+198.4% | $2,726+199.0% |
| Participant deferral / active EE | $7,499 | $3,903+92.1% | $4,000+87.5% | $4,647+61.4% |
| Admin fee / account holder | $146 | $176-17.0% | $3,998-96.3% | $430-66.1% |