Filed August 20, 2021
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 4-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 GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 13 · EIN 20-0361079 | Contract Administrator | $16,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,593 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,242 | $46,292-73.6% | $143,757-91.5% | $64,808-81.1% |
| Participation rate | 87.3% | 64.2%+23.1pp | 80.3%+7.0pp | 71.5%+15.8pp |
| Annual return | -3.97% | -10.05%+6.1pp | -0.04%-3.9pp | 32.82%-36.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,127 | $2,646-57.4% | $5,637-80.0% | $4,310-73.9% |
| Admin fee / account holder | $119 | $154-22.5% | $14,673-99.2% | $188-36.6% |