Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,475 |
MULTNOMAH GROUP2+ years Service code 16 · EIN 20-0361079 | Consulting | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,646 | $75,183+61.8% | $123,892-1.8% | $55,167+120.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 81.4%+14.8pp | 69.0%+27.2pp |
| Annual return | 7.52% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $11,151 | $2,823+294.9% | $4,617+141.5% | $1,963+468.2% |
| Participant deferral / active EE | $3,559 | $5,084-30.0% | $5,984-40.5% | $3,054+16.5% |
| Admin fee / account holder | $205 | $663-69.1% | $8,357-97.5% | $504-59.3% |