Filed June 14, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $19,722 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 522 SW 5TH AVE, SUITE 1315 · PORTLAND, OR 972042105 | Advisory (Plan) | $13,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,976 | $55,002+79.9% | $59,878+65.3% | $56,287+75.8% |
| Participation rate | 65.8% | 75.9%-10.2pp | 74.7%-8.9pp | 69.9%-4.1pp |
| Annual return | -2.80% | 1.13%-3.9pp | 3.46%-6.3pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,675 | $2,448+50.1% | $2,722+35.0% | $2,111+74.1% |
| Participant deferral / active EE | $5,562 | $3,121+78.2% | $3,402+63.5% | $3,350+66.0% |
| Admin fee / account holder | $135 | $236-42.9% | $3,590-96.3% | $521-74.2% |