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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |