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 |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $46,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $16,200 |
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.
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 | $122,048 | $85,199+43.2% | $57,179+113.5% | $63,975+90.8% |
| Participation rate | 63.3% | 74.0%-10.7pp | 75.3%-12.0pp | 71.1%-7.8pp |
| Annual return | 1.34% | 10.43%-9.1pp | 14.59%-13.2pp | 48.65%-47.3pp |
| Employer contribution / active EE | $4,707 | $3,446+36.6% | $2,682+75.5% | $2,182+115.8% |
| Participant deferral / active EE | $2,399 | $3,109-22.8% | $3,096-22.5% | $3,356-28.5% |
| Admin fee / account holder | $31 | $39-19.8% | $3,139-99.0% | $70-56.0% |