Filed January 3, 2005
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 |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 15 · EIN 20-0361079 | Recordkeeping | $8,610 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,416 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,121 | $88,083+10.3% | $164,813-41.1% | $74,495+30.4% |
| Participation rate | 67.0% | 73.0%-6.0pp | 78.6%-11.6pp | 67.2%-0.2pp |
| Annual return | 13.83% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,208 | $2,593-14.8% | $4,341-49.1% | $2,623-15.8% |
| Participant deferral / active EE | $3,936 | $4,498-12.5% | $6,031-34.7% | $4,346-9.4% |
| Admin fee / account holder | $93 | $2,234-95.8% | $12,690-99.3% | $1,942-95.2% |