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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $194,931 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $45,000 |
Filed as: VARIABLE ANNUITY INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $6,510 |
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 | $134,235 | $84,948+58.0% | $70,449+90.5% | $73,409+82.9% |
| Participation rate | 95.9% | 79.9%+16.0pp | 75.1%+20.9pp | 72.2%+23.8pp |
| Annual return | 12.58% | 13.39%-0.8pp | 109.03%-96.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $3,694 | $2,834+30.3% | $2,737+35.0% | $2,234+65.4% |
| Participant deferral / active EE | $2,777 | $3,387-18.0% | $3,709-25.1% | $3,805-27.0% |
| Admin fee / account holder | $258 | $98+163.3% | $3,845-93.3% | $158+63.6% |