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 | $96,018-17.0% | $65,493+21.7% | $85,563-6.9% |
| Participation rate | 95.8% | 74.8%+21.0pp | 73.1%+22.7pp | 66.0%+29.8pp |
| Annual return | 13.47% | 14.51%-1.0pp | 982.45%-969.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $929 | $3,235-71.3% | $2,574-63.9% | $2,654-65.0% |
| Participant deferral / active EE | $3,245 | $4,055-20.0% | $3,961-18.1% | $4,375-25.8% |
| Admin fee / account holder | $94 | $271-65.2% | $5,028-98.1% | $834-88.7% |