Filed January 1, 2012
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 |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $17,260 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $16,500 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,500 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,025 |
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 | $220,931 | $175,036+26.2% | $62,929+251.1% | - |
| Participation rate | 100.0% | 60.2%+39.8pp | 73.1%+26.9pp | - |
| Annual return | 15.11% | 15.04%+0.1pp | 1063.93%-1048.8pp | - |
| Employer contribution / active EE | $6,810 | $1,949+249.4% | $2,505+171.9% | - |
| Participant deferral / active EE | $13,350 | $3,720+258.9% | $3,888+243.3% | - |
| Admin fee / account holder | $200 | $23,923-99.2% | $5,065-96.0% | - |