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 |
|---|---|---|
MULTNOMAH GROUP9+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $69,556 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $64,827 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $20,600 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $630 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY 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 | $133,492 | $65,557+103.6% | $64,056+108.4% | $71,457+86.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 14.48% | 18.94%-4.5pp | 33.69%-19.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $5,294 | $2,669+98.4% | $2,747+92.7% | $2,588+104.6% |
| Participant deferral / active EE | $8,980 | $3,626+147.7% | $3,880+131.4% | $4,289+109.4% |
| Admin fee / account holder | $245 | $616-60.2% | $3,068-92.0% | $1,587-84.5% |