Filed January 4, 2022 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $355,832 |
MULTNOMAH GROUP8 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $67,349 |
MOSS ADAMS LLP4 years Service code 27 · EIN 91-0189318 | Advisory (Plan) | $21,000 |
CHARLES SCHWAB & CO., INC.11+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $127 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $109 |
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 | $101,924 | $111,072-8.2% | $156,263-34.8% | $102,872-0.9% |
| Participation rate | 90.5% | 80.1%+10.3pp | 78.9%+11.6pp | 73.0%+17.4pp |
| Annual return | 18.20% | 16.98%+1.2pp | 59.47%-41.3pp | 19.06%-0.9pp |
| Employer contribution / active EE | $3,546 | $4,017-11.7% | $4,333-18.2% | $3,526+0.6% |
| Participant deferral / active EE | $6,177 | $5,455+13.3% | $6,158+0.3% | $5,535+11.6% |
| Admin fee / account holder | $84 | $120-30.3% | $14,255-99.4% | $292-71.3% |