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 | Recordkeeping and information managem... | $60,882 |
MULTNOMAH GROUP4+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $40,000 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $15,900 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $800 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 15 | Recordkeeping | $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 | $102,355 | $70,083+46.0% | $59,878+70.9% | $55,725+83.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.26% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $5,242 | $2,878+82.1% | $2,722+92.6% | $2,078+152.3% |
| Participant deferral / active EE | $8,500 | $3,079+176.1% | $3,402+149.9% | $3,356+153.3% |
| Admin fee / account holder | $146 | $70+108.2% | $3,590-95.9% | $115+27.1% |