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 GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $112,500 |
SHEA LABAGH DOBBERSTEIN2 years Service code 10 · EIN 94-2290202 | Accounting | $36,000 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,513 |
Participant contribution per participant 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 | $127,455 | $88,874+43.4% | $123,544+3.2% | $75,289+69.3% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.3%+12.4pp | 72.4%+22.2pp |
| Annual return | -2.62% | 4.22%-6.8pp | 119.20%-121.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $5,399 | $3,256+65.8% | $4,628+16.7% | $2,405+124.5% |
| Participant deferral / active EE | $1,179 | $6,174-80.9% | $6,426-81.6% | $3,739-68.5% |
| Admin fee / account holder | $28 | $95-69.9% | $9,284-99.7% | $102-72.2% |