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 | Distribution (12b-1) fees; Float reve... | $65,611 |
MULTNOMAH GROUP5+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $40,000 |
MOSS ADAMS LLP5+ 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 | $817 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,142 | $95,542+14.2% | $69,455+57.1% | $67,579+61.5% |
| Participation rate | 70.2% | 79.4%-9.1pp | 74.6%-4.4pp | 71.3%-1.1pp |
| Annual return | 18.55% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,783 | $2,989+26.6% | $2,779+36.1% | $2,148+76.2% |
| Participant deferral / active EE | $6,097 | $3,263+86.9% | $3,535+72.5% | $3,539+72.3% |
| Admin fee / account holder | $147 | $90+63.4% | $3,839-96.2% | $142+3.1% |