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 | $57,168 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,172 |
MULTNOMAH GROUP9 years Service code 16 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $25,000 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $184,570 | $122,186+51.1% | $146,958+25.6% | $199,593-7.5% |
| Participation rate | 63.6% | 78.3%-14.7pp | 82.2%-18.6pp | 72.0%-8.4pp |
| Annual return | 14.80% | 30.56%-15.8pp | 418.34%-403.5pp | 34.25%-19.5pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $8,575 | $8,502+0.9% | $8,070+6.3% | $5,087+68.6% |
| Admin fee / account holder | $143 | $179-20.2% | $12,998-98.9% | $269-46.9% |