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 GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 15 · EIN 20-0361079 | Recordkeeping | $11,492 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,338 |
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 | $92,859 | $96,484-3.8% | $156,263-40.6% | $74,304+25.0% |
| Participation rate | 68.8% | 67.7%+1.1pp | 78.9%-10.1pp | 60.3%+8.5pp |
| Annual return | 14.71% | 17.73%-3.0pp | 59.47%-44.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,137 | $2,528-15.5% | $4,333-50.7% | $2,241-4.6% |
| Participant deferral / active EE | $3,779 | $4,286-11.8% | $6,158-38.6% | $3,767+0.3% |
| Admin fee / account holder | $114 | $3,728-96.9% | $14,255-99.2% | $2,969-96.2% |