Filed May 29, 2024 (most recent of 3 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 4-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 13 · EIN 04-2647786 | Contract Administrator | $331,885 |
MULTNOMAH GROUP4+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $79,087 |
CLARK NUBER4+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $41,370 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,002 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,327 | $147,538+11.4% | $150,045+9.5% | $117,739+39.6% |
| Participation rate | 94.6% | 72.5%+22.1pp | 82.3%+12.2pp | 76.6%+17.9pp |
| Annual return | 16.96% | 16.95%0pp | 62.55%-45.6pp | 17.29%-0.3pp |
| Employer contribution / active EE | $7,243 | $4,350+66.5% | $4,693+54.3% | $3,746+93.4% |
| Participant deferral / active EE | $9,267 | $8,925+3.8% | $7,997+15.9% | $6,128+51.2% |
| Admin fee / account holder | $44 | $125-64.7% | $13,435-99.7% | $112-60.5% |