Filed September 4, 2009
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $122,025 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 26 · EIN 20-0361079 | Advisory (Participants) | $46,634 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 99-1405547 | Accounting | $25,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,371 | $119,446+61.9% | $150,045+28.9% | $85,563+126.0% |
| Participation rate | 91.5% | 75.4%+16.0pp | 82.3%+9.1pp | 66.0%+25.5pp |
| Annual return | 13.87% | 23.72%-9.9pp | 62.55%-48.7pp | 31.51%-17.6pp |
| Employer contribution / active EE | $6,761 | $4,078+65.8% | $4,693+44.1% | $2,654+154.8% |
| Participant deferral / active EE | $6,426 | $7,985-19.5% | $7,997-19.6% | $4,375+46.9% |
| Admin fee / account holder | $116 | $548-78.7% | $13,435-99.1% | $834-86.0% |