Filed December 23, 2015
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $42,136 |
MULTNOMAH GROUP2+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $40,000 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $990 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $103,878 | $68,408+51.9% | $57,179+81.7% | $57,658+80.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.67% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,368 | $2,869+87.1% | $2,682+100.1% | $1,974+172.0% |
| Participant deferral / active EE | $8,782 | $2,903+202.5% | $3,096+183.6% | $3,061+186.9% |
| Admin fee / account holder | $119 | $70+71.3% | $3,139-96.2% | $95+26.2% |