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 GROUP2+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP2+ years Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $13,000 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $218 |
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 | $97,806 | $68,408+43.0% | $57,179+71.1% | $57,658+69.6% |
| Participation rate | 99.8% | 79.1%+20.7pp | 75.3%+24.5pp | 70.2%+29.6pp |
| Annual return | 7.34% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,260 | $2,869+48.5% | $2,682+58.8% | $1,974+115.8% |
| Participant deferral / active EE | $4,543 | $2,903+56.5% | $3,096+46.7% | $3,061+48.4% |
| Admin fee / account holder | $37 | $70-46.2% | $3,139-98.8% | $95-60.4% |