Filed December 2, 2008
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 |
|---|---|---|
MULTNOMAH GROUP1+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP1+ years Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $12,800 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $655 |
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 | $96,162 | $67,166+43.2% | $57,343+67.7% | $55,191+74.2% |
| Participation rate | 99.8% | 77.7%+22.1pp | 75.1%+24.7pp | 69.2%+30.7pp |
| Annual return | 2.43% | 4.22%-1.8pp | 24.39%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $4,302 | $2,812+53.0% | $2,689+60.0% | $1,899+126.5% |
| Participant deferral / active EE | $4,341 | $2,835+53.1% | $3,162+37.3% | $3,046+42.5% |
| Admin fee / account holder | $40 | $44-8.3% | $3,356-98.8% | $91-56.0% |