Filed May 11, 2021 (most recent of 4 filings on file)
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 Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $29,000 |
Service code 28 · EIN 91-0565571 | Investment Management | $18,800 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,533 |
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 | $123,922 | $95,542+29.7% | $69,455+78.4% | $67,579+83.4% |
| Participation rate | 97.5% | 79.4%+18.2pp | 74.6%+22.9pp | 71.3%+26.2pp |
| Annual return | 17.36% | 17.67%-0.3pp | 28.97%-11.6pp | 378.56%-361.2pp |
| Employer contribution / active EE | $4,991 | $2,989+67.0% | $2,779+79.6% | $2,148+132.4% |
| Participant deferral / active EE | $3,731 | $3,263+14.3% | $3,535+5.5% | $3,539+5.4% |
| Admin fee / account holder | $31 | $90-65.0% | $3,839-99.2% | $142-77.9% |