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 | $57,506 |
MULTNOMAH GROUP3+ years Service code 16 · EIN 20-0361079 | Consulting | $16,400 |
GEFFENMESHER1 year Service code 99 · EIN 93-1042710 | Other Fees | $12,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,749 | $80,753+69.3% | $136,294+0.3% | $62,292+119.5% |
| Participation rate | 91.0% | 73.5%+17.5pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 16.02% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $10,823 | $2,884+275.3% | $4,695+130.5% | $2,042+429.9% |
| Participant deferral / active EE | $3,621 | $5,164-29.9% | $6,247-42.0% | $3,169+14.3% |
| Admin fee / account holder | $318 | $525-39.5% | $9,243-96.6% | $479-33.7% |