Filed January 20, 2014 (most recent of 2 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 |
|---|---|---|
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $39,948 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,694 | $93,351-14.6% | $62,929+26.6% | $79,634+0.1% |
| Participation rate | 95.8% | 74.6%+21.2pp | 73.1%+22.7pp | 62.5%+33.3pp |
| Annual return | 13.47% | 14.37%-0.9pp | 1063.93%-1050.5pp | 36.46%-23.0pp |
| Employer contribution / active EE | $929 | $3,135-70.4% | $2,505-62.9% | $2,529-63.3% |
| Participant deferral / active EE | $3,245 | $3,921-17.2% | $3,888-16.5% | $3,835-15.4% |
| Admin fee / account holder | $94 | $229-58.9% | $5,065-98.1% | $1,002-90.6% |