See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
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 |
|---|---|---|
FINANCIAL ADVOCATE ADV SVC1+ years Service code 27 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $7,499 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,876 | $64,909-29.3% | $82,313-44.3% | $62,292-26.4% |
| Participation rate | 71.8% | 74.9%-3.1pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 19.02% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $644 | $1,676-61.6% | $2,428-73.5% | $2,042-68.5% |
| Participant deferral / active EE | $2,693 | $3,103-13.2% | $3,706-27.3% | $3,169-15.0% |
| Admin fee / account holder | $89 | $440-79.7% | $5,608-98.4% | $479-81.4% |