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 | Account maintenance fees; Participant... | $59,875 |
MULTNOMAH GROUP8+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $31,006 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $19,515 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $670 |
NATIONAL FINANCIAL SERVICES8+ 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,630 | $60,989+83.0% | $60,874+83.4% | $66,914+66.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.80% | -9.60%-4.2pp | 16.90%-30.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $4,773 | $2,661+79.4% | $2,701+76.7% | $2,544+87.6% |
| Participant deferral / active EE | $8,058 | $3,615+122.9% | $3,817+111.1% | $4,237+90.2% |
| Admin fee / account holder | $151 | $338-55.3% | $3,224-95.3% | $593-74.5% |