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 |
|---|---|---|
MULTNOMAH GROUP3 years Service code 16 · EIN 20-0361079 | Consulting | $39,976 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INSLT OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | -$255,428 |
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 | $165,798 | $56,095+195.6% | $178,490-7.1% | $90,288+83.6% |
| Participation rate | 86.4% | 65.6%+20.9pp | 81.9%+4.5pp | 73.4%+13.1pp |
| Annual return | 16.96% | 28.81%-11.8pp | 151.07%-134.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,688 | $1,572+134.5% | $5,011-26.4% | $2,524+46.1% |
| Participant deferral / active EE | $10,811 | $2,669+305.1% | $5,202+107.8% | $4,232+155.4% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |