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 | Sales loads (front end and deferred);... | $106,398 |
MULTNOMAH GROUP3+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $40,000 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $15,500 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $950 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $109,441 | $74,552+46.8% | $62,995+73.7% | $69,631+57.2% |
| Participation rate | 93.5% | 78.3%+15.2pp | 74.8%+18.7pp | 70.7%+22.8pp |
| Annual return | 13.91% | 15.77%-1.9pp | 87.57%-73.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $5,312 | $2,929+81.4% | $2,759+92.6% | $2,032+161.4% |
| Participant deferral / active EE | $8,694 | $2,974+192.3% | $3,329+161.1% | $3,224+169.7% |
| Admin fee / account holder | $198 | $59+233.2% | $3,600-94.5% | $110+79.2% |