Filed November 8, 2008 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $103,409 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,384 |
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP INC. Service code 16 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 972042133 | Consulting | $25,000 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,211 | $122,186+27.0% | $146,958+5.6% | $199,593-22.2% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 14.69% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $11,467 | $4,093+180.2% | $4,933+132.5% | $3,034+277.9% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $126 | $179-29.5% | $12,998-99.0% | $269-53.1% |