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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $363,002 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH INVESTMENT GROUP Service code 27 111 SW FIFTH AVENUE SUITE 4000 · PORTLAND, OR 97204 | Advisory (Plan) | $65,375 |
PERKINS & CO4 years Service code 27 1211 SW FIFTH AVENUE SUITE 1000 · PORTLAND, OR 97204 | Advisory (Plan) | $12,250 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Trustee (... | $110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,223 | $82,783+9.0% | $133,956-32.6% | $90,288-0.1% |
| Participation rate | 79.8% | 81.3%-1.5pp | 79.8%0pp | 73.4%+6.5pp |
| Annual return | 16.31% | 21.89%-5.6pp | 45.09%-28.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,003 | $2,388+25.7% | $3,919-23.4% | $2,524+19.0% |
| Participant deferral / active EE | $5,198 | $4,291+21.2% | $5,048+3.0% | $4,232+22.8% |
| Admin fee / account holder | $124 | $93+33.7% | $8,927-98.6% | $114+8.8% |