Filed March 27, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $15,777 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 99 111 SW 5TH AVE STE 4000 · PORTLAND, OR 97204 | Other Fees | $1,992 |
Service code 13 6500 S MACADAM AVENUE, #100 · PORTLAND, OR 97239 | Contract Administrator | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,521 | $54,701+21.6% | $86,188-22.8% | $71,457-6.9% |
| Participation rate | 56.5% | 60.1%-3.6pp | 69.0%-12.5pp | 67.9%-11.4pp |
| Annual return | 13.96% | 20.06%-6.1pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $422 | $1,265-66.6% | $2,380-82.3% | $2,588-83.7% |
| Participant deferral / active EE | $2,213 | $3,108-28.8% | $3,985-44.5% | $4,289-48.4% |
| Admin fee / account holder | $147 | $1,922-92.3% | $6,852-97.9% | $1,587-90.7% |