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 | $42,407 |
MULTNOMAH GROUP6+ years Service code 16 · EIN 20-0361079 | Consulting | $22,063 |
GEFFEN MESHER6+ years Filed as: GEFFEN MESHER & COMPANY P C Service code 16 · EIN 93-1042710 | Consulting | $14,129 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,267 | $99,957+47.3% | $149,696-1.6% | $73,488+100.4% |
| Participation rate | 84.0% | 75.7%+8.3pp | 82.5%+1.5pp | 70.7%+13.3pp |
| Annual return | 12.93% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $12,499 | $3,191+291.7% | $4,644+169.1% | $2,270+450.6% |
| Participant deferral / active EE | $4,467 | $6,073-26.4% | $6,842-34.7% | $3,740+19.4% |
| Admin fee / account holder | $262 | $551-52.5% | $9,309-97.2% | $513-49.0% |