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 year Service code 49 · EIN 20-0361079 | Other Services | $25,000 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$14,599 |
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 | $117,685 | $85,635+37.4% | $123,892-5.0% | $63,975+84.0% |
| Participation rate | 89.8% | 74.9%+14.8pp | 81.4%+8.3pp | 71.1%+18.6pp |
| Annual return | 8.64% | 15.74%-7.1pp | 47.52%-38.9pp | 48.65%-40.0pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,426 | $5,667+13.4% | $5,984+7.4% | $3,356+91.5% |
| Admin fee / account holder | $21 | $75-72.3% | $8,357-99.8% | $70-70.5% |