Filed May 8, 2006 (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 GROUP2+ years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $112,500 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 28 · EIN 53-0181291 | Investment Management | $9,225 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,609 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,434 | $85,635+46.5% | $123,892+1.2% | $63,975+96.1% |
| Participation rate | 86.8% | 74.9%+11.8pp | 81.4%+5.4pp | 71.1%+15.6pp |
| Annual return | 7.05% | 15.74%-8.7pp | 47.52%-40.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,942 | $3,076+60.6% | $4,617+7.1% | $2,182+126.5% |
| Participant deferral / active EE | $1,018 | $5,667-82.0% | $5,984-83.0% | $3,356-69.7% |
| Admin fee / account holder | $22 | $75-70.5% | $8,357-99.7% | $70-68.7% |