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 GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $30,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $12,400 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,380 | $84,948+60.5% | $70,449+93.6% | $73,409+85.8% |
| Participation rate | 97.0% | 79.9%+17.1pp | 75.1%+21.9pp | 72.2%+24.8pp |
| Annual return | 13.00% | 13.39%-0.4pp | 109.03%-96.0pp | 59.29%-46.3pp |
| Employer contribution / active EE | $3,983 | $2,834+40.6% | $2,737+45.6% | $2,234+78.3% |
| Participant deferral / active EE | $3,616 | $3,387+6.8% | $3,709-2.5% | $3,805-5.0% |
| Admin fee / account holder | $29 | $98-70.4% | $3,845-99.2% | $158-81.6% |