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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $34,841 |
MULTNOMAH GROUP5+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $11,600 |
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 | $118,861 | $204,517-41.9% | $69,455+71.1% | $77,787+52.8% |
| Participation rate | 45.6% | 74.6%-29.0pp | 74.6%-29.0pp | 73.2%-27.6pp |
| Annual return | 18.73% | 22.10%-3.4pp | 28.97%-10.2pp | 32.57%-13.8pp |
| Employer contribution / active EE | $2,041 | $3,548-42.5% | $2,779-26.6% | $2,504-18.5% |
| Participant deferral / active EE | $2,273 | $3,478-34.6% | $3,535-35.7% | $3,967-42.7% |
| Admin fee / account holder | $70 | $101-30.9% | $3,839-98.2% | $100-30.5% |