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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $65,127 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $27,000 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,800 |
Filed as: VARIABLE ANNUITY INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $7,514 |
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 | $135,397 | $95,542+41.7% | $69,455+94.9% | $67,579+100.4% |
| Participation rate | 76.5% | 79.4%-2.9pp | 74.6%+1.9pp | 71.3%+5.2pp |
| Annual return | 17.28% | 17.67%-0.4pp | 28.97%-11.7pp | 378.56%-361.3pp |
| Employer contribution / active EE | $4,805 | $2,989+60.8% | $2,779+72.9% | $2,148+123.7% |
| Participant deferral / active EE | $2,899 | $3,263-11.1% | $3,535-18.0% | $3,539-18.1% |
| Admin fee / account holder | $262 | $90+191.5% | $3,839-93.2% | $142+84.0% |