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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $158,524 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $56,961 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $16,000 |
Service code 16 · EIN 26-1233837 | Consulting | $6,643 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $171,966 | $91,762+87.4% | $67,502+154.8% | $77,643+121.5% |
| Participation rate | 87.6% | 75.9%+11.7pp | 72.9%+14.7pp | 70.6%+17.0pp |
| Annual return | 12.54% | 14.87%-2.3pp | 3512.12%-3499.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,753 | $3,181+112.3% | $2,731+147.3% | $2,726+147.8% |
| Participant deferral / active EE | $6,049 | $3,903+55.0% | $4,000+51.2% | $4,647+30.2% |
| Admin fee / account holder | $161 | $176-8.7% | $3,998-96.0% | $430-62.7% |