Filed March 18, 2016
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 |
|---|---|---|
RANDALL & HURLEY, INC.5 years Filed as: RANDALL HURLEY Service code 15 1328 NORTH WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $14,666 |
MATRIX TRUST COMPANY2 years Service code 18 PO BOX 419497 · BOSTON, MA 02241 | Custodial (other than securities) | $3,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,940 | $62,146+20.6% | $81,438-8.0% | $74,546+0.5% |
| Participation rate | 93.1% | 64.1%+29.1pp | 69.5%+23.6pp | 67.2%+25.9pp |
| Annual return | 18.29% | 16.49%+1.8pp | 24.74%-6.4pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $3,329 | $1,883+76.8% | $2,460+35.3% | $2,624+26.9% |
| Participant deferral / active EE | $6,729 | $3,229+108.4% | $3,883+73.3% | $4,347+54.8% |
| Admin fee / account holder | $97 | $1,922-94.9% | $5,764-98.3% | $1,944-95.0% |