Filed December 14, 2021 (most recent of 2 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 Service code 14 · EIN 20-0361079 | Plan Administrator | $25,322 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $24,520 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,594 |
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 | $99,773 | $68,408+45.8% | $57,179+74.5% | $57,658+73.0% |
| Participation rate | 96.2% | 79.1%+17.1pp | 75.3%+20.9pp | 70.2%+26.0pp |
| Annual return | 8.84% | 8.51%+0.3pp | 14.59%-5.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $5,899 | $2,869+105.6% | $2,682+119.9% | $1,974+198.9% |
| Participant deferral / active EE | $2,410 | $2,903-17.0% | $3,096-22.2% | $3,061-21.3% |
| Admin fee / account holder | $50 | $70-28.2% | $3,139-98.4% | $95-47.1% |