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 |
|---|---|---|
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH Service code 49 · EIN 20-0361079 | Other Services | $24,631 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,996 |
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 | $116,241 | $88,324+31.6% | $115,037+1.0% | $55,191+110.6% |
| Participation rate | 89.0% | 72.5%+16.4pp | 81.4%+7.6pp | 69.2%+19.8pp |
| Annual return | 2.28% | 6.30%-4.0pp | 26.14%-23.9pp | 10.78%-8.5pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,210 | $5,042+23.2% | $6,026+3.0% | $3,046+103.8% |
| Admin fee / account holder | $23 | $105-77.9% | $8,175-99.7% | $91-74.4% |