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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,424 |
MULTNOMAH GROUP2+ years Filed as: MULTNOMAH GROUP INC. Service code 16 · EIN 20-0361079 522 SW 5TH AVENUE #1315 · PORTLAND, OR 972042133 | Consulting | $25,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $96,730 | $85,635+13.0% | $123,892-21.9% | $63,975+51.2% |
| Participation rate | 88.3% | 74.9%+13.4pp | 81.4%+6.9pp | 71.1%+17.2pp |
| Annual return | 6.13% | 15.74%-9.6pp | 47.52%-41.4pp | 48.65%-42.5pp |
| Employer contribution / active EE | $6,592 | $3,076+114.3% | $4,617+42.8% | $2,182+202.2% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $36 | $75-51.7% | $8,357-99.6% | $70-48.6% |