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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,035 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $11,554 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 94-1719656 | Advisory (Plan) | $5,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,980 | $55,415-58.5% | $155,509-85.2% | $74,495-69.2% |
| Participation rate | 96.6% | 61.9%+34.6pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 43.71% | 268.50%-224.8pp | 64.67%-21.0pp | 1364.94%-1321.2pp |
| Employer contribution / active EE | $1,124 | $2,267-50.4% | $4,672-75.9% | $2,623-57.1% |
| Participant deferral / active EE | $2,661 | $2,836-6.2% | $5,626-52.7% | $4,346-38.8% |
| Admin fee / account holder | $213 | $1,738-87.8% | $15,912-98.7% | $1,942-89.0% |