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.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $282,424 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $80,625 |
PERKINS & CO3 years Service code 27 1211 SW FIFTH AVENUE SUITE 1000 · PORTLAND, OR 97204 | Advisory (Plan) | $17,270 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $53 |
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 | $73,862 | $73,125+1.0% | $125,175-41.0% | $77,787-5.0% |
| Participation rate | 70.2% | 79.4%-9.2pp | 79.8%-9.5pp | 73.2%-3.0pp |
| Annual return | 23.87% | 24.71%-0.8pp | 43.79%-19.9pp | 32.57%-8.7pp |
| Employer contribution / active EE | $2,448 | $2,413+1.5% | $3,865-36.7% | $2,504-2.2% |
| Participant deferral / active EE | $4,224 | $3,966+6.5% | $4,937-14.4% | $3,967+6.5% |
| Admin fee / account holder | $104 | $89+16.4% | $9,702-98.9% | $100+4.0% |