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 GROUP2 years Service code 49 · EIN 20-0361079 111 SW 5TH AVENUE · PORTLAND, OR 97204 | Other Services | $25,000 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$13,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $138,322 | $96,458+43.4% | $136,294+1.5% | $77,958+77.4% |
| Participation rate | 60.9% | 75.4%-14.4pp | 81.9%-21.0pp | 71.6%-10.7pp |
| Annual return | 16.17% | 23.78%-7.6pp | 5155.94%-5139.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,165 | $5,902-12.5% | $6,247-17.3% | $3,537+46.0% |
| Admin fee / account holder | $6 | $80-92.7% | $9,243-99.9% | $97-94.0% |