Filed June 29, 2017 (most recent of 4 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 |
|---|---|---|
TIAA3 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $165,778 |
MULTNOMAH GROUP10+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $52,980 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
Service code 16 · EIN 26-1233837 19825B NORTHCOVE RD # 105 · CORNELIUS, NC 280316445 | Consulting | $3,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,642 | $96,018+80.8% | $65,493+165.1% | $85,563+102.9% |
| Participation rate | 82.9% | 74.8%+8.1pp | 73.1%+9.8pp | 66.0%+16.9pp |
| Annual return | 11.65% | 14.51%-2.9pp | 982.45%-970.8pp | 31.51%-19.9pp |
| Employer contribution / active EE | $2,828 | $3,235-12.6% | $2,574+9.9% | $2,654+6.6% |
| Participant deferral / active EE | $4,014 | $4,055-1.0% | $3,961+1.3% | $4,375-8.3% |
| Admin fee / account holder | $121 | $271-55.1% | $5,028-97.6% | $834-85.4% |