Filed March 12, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
FINANCIAL ADVOCATES5+ years Service code 99 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Other Fees | $43,680 |
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 | $90,988 | $88,515+2.8% | $162,163-43.9% | $67,579+34.6% |
| Participation rate | 93.5% | 86.8%+6.7pp | 87.6%+6.0pp | 71.3%+22.2pp |
| Annual return | 22.35% | 27.04%-4.7pp | 115.59%-93.2pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,617 | $3,563-26.5% | $5,614-53.4% | $2,148+21.9% |
| Participant deferral / active EE | $4,620 | $5,724-19.3% | $7,298-36.7% | $3,539+30.5% |
| Admin fee / account holder | $155 | $124+25.5% | $10,843-98.6% | $142+9.1% |