See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,623 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $32,000 |
CLARK NUBER3+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $13,916 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $246,280 | $81,537+202.0% | $149,718+64.5% | $69,631+253.7% |
| Participation rate | 94.9% | 86.1%+8.8pp | 87.1%+7.8pp | 70.7%+24.2pp |
| Annual return | 17.76% | 22.79%-5.0pp | 1501.63%-1483.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $8,963 | $3,239+176.7% | $5,445+64.6% | $2,032+341.0% |
| Participant deferral / active EE | $7,967 | $4,994+59.5% | $6,569+21.3% | $3,224+147.1% |
| Admin fee / account holder | $170 | $107+58.7% | $11,283-98.5% | $110+53.6% |