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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,593 |
KIECKHAFER SCHIFFER LLP6 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $20,000 |
MULTNOMAH GROUP3 years Service code 70 · EIN 20-0361079 | Consulting Fees | $16,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,303 | $107,846+89.4% | $119,609+70.8% | - |
| Participation rate | 92.9% | 78.0%+15.0pp | 79.3%+13.7pp | - |
| Annual return | -16.33% | -15.20%-1.1pp | -14.97%-1.4pp | - |
| Employer contribution / active EE | $1,540 | $2,838-45.7% | $4,232-63.6% | - |
| Participant deferral / active EE | $9,390 | $4,531+107.3% | $5,602+67.6% | - |
| Admin fee / account holder | $222 | $73,538-99.7% | $10,323-97.9% | - |