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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $101,288 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $24,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,314 | $122,186+121.2% | $146,958+83.9% | $199,593+35.4% |
| Participation rate | 92.2% | 78.3%+14.0pp | 82.2%+10.1pp | 72.0%+20.3pp |
| Annual return | 11.20% | 30.56%-19.4pp | 418.34%-407.1pp | 34.25%-23.0pp |
| Employer contribution / active EE | $2,154 | $4,093-47.4% | $4,933-56.3% | $3,034-29.0% |
| Participant deferral / active EE | $11,189 | $8,502+31.6% | $8,070+38.7% | $5,087+120.0% |
| Admin fee / account holder | $43 | $179-75.8% | $12,998-99.7% | $269-83.9% |