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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $53,812 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $25,000 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $14,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,339 | $98,780+24.9% | $60,874+102.6% | $77,904+58.3% |
| Participation rate | 43.0% | 76.7%-33.7pp | 73.1%-30.1pp | 73.7%-30.7pp |
| Annual return | -13.17% | -11.56%-1.6pp | 16.90%-30.1pp | 12.21%-25.4pp |
| Employer contribution / active EE | $2,078 | $3,605-42.4% | $2,701-23.1% | $2,848-27.0% |
| Participant deferral / active EE | $2,340 | $4,200-44.3% | $3,817-38.7% | $4,806-51.3% |
| Admin fee / account holder | $88 | $89-1.0% | $3,224-97.3% | $133-33.8% |