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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $43,815 |
MULTNOMAH GROUP6+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP4 years Service code 10 · EIN 47-5324570 | Accounting | $11,950 |
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 | $134,854 | $105,581+27.7% | $70,449+91.4% | $90,288+49.4% |
| Participation rate | 46.0% | 77.5%-31.6pp | 75.1%-29.1pp | 73.4%-27.4pp |
| Annual return | 13.96% | 14.78%-0.8pp | 109.03%-95.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $2,154 | $3,304-34.8% | $2,737-21.3% | $2,524-14.7% |
| Participant deferral / active EE | $2,362 | $3,813-38.1% | $3,709-36.3% | $4,232-44.2% |
| Admin fee / account holder | $78 | $68+15.1% | $3,845-98.0% | $114-31.8% |