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 GROUP3+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $13,200 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $4,040 |
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 | $111,852 | $74,552+50.0% | $62,995+77.6% | $69,631+60.6% |
| Participation rate | 99.5% | 78.3%+21.2pp | 74.8%+24.7pp | 70.7%+28.8pp |
| Annual return | 14.87% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $4,333 | $2,929+47.9% | $2,759+57.0% | $2,032+113.2% |
| Participant deferral / active EE | $4,772 | $2,974+60.4% | $3,329+43.3% | $3,224+48.0% |
| Admin fee / account holder | $42 | $59-29.1% | $3,600-98.8% | $110-61.9% |