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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $71,567 |
MULTNOMAH GROUP4+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,479 | $87,173+16.4% | $59,878+69.5% | $75,289+34.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 74.7%-24.7pp | 72.4%-22.4pp |
| Annual return | -2.90% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,189 | $3,473-37.0% | $2,722-19.6% | $2,405-9.0% |
| Participant deferral / active EE | $2,383 | $3,379-29.5% | $3,402-29.9% | $3,739-36.3% |
| Admin fee / account holder | $106 | $75+41.4% | $3,590-97.1% | $102+3.4% |