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 GROUP4+ years Service code 28 · EIN 20-0361079 | Investment Management | $34,120 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,689 |
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 | $110,158 | $70,083+57.2% | $59,878+84.0% | $55,725+97.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.10% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $5,088 | $2,878+76.8% | $2,722+86.9% | $2,078+144.8% |
| Participant deferral / active EE | $2,444 | $3,079-20.6% | $3,402-28.2% | $3,356-27.2% |
| Admin fee / account holder | $298 | $70+324.5% | $3,590-91.7% | $115+159.1% |