Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 employees
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 |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID INV INSLT OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | $285,754 |
MOSS ADAMS LLP8 years Service code 10 · EIN 91-0189318 | Accounting | $46,000 |
MULTNOMAH GROUP7 years Service code 16 · EIN 20-0361079 | Consulting | $43,578 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,951 | $53,136+238.7% | $155,509+15.7% | $199,593-9.8% |
| Participation rate | 91.9% | 64.1%+27.8pp | 78.2%+13.7pp | 72.0%+19.9pp |
| Annual return | 15.58% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,300 | $1,851+132.3% | $4,672-8.0% | $3,034+41.7% |
| Participant deferral / active EE | $12,453 | $3,161+294.0% | $5,626+121.3% | $5,087+144.8% |
| Admin fee / account holder | $69 | $185-62.6% | $15,912-99.6% | $269-74.2% |