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 10-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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Contract Administrator | $19,155 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $4,069 |
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 | $18,021 | $46,360-61.1% | $147,614-87.8% | $52,331-65.6% |
| Participation rate | 95.3% | 64.9%+30.4pp | 84.6%+10.7pp | 68.1%+27.2pp |
| Annual return | -1.84% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,595 | $2,126-25.0% | $5,564-71.3% | $1,882-15.2% |
| Participant deferral / active EE | $1,901 | $2,258-15.8% | $4,895-61.2% | $3,022-37.1% |
| Admin fee / account holder | $73 | $766-90.5% | $11,611-99.4% | $592-87.7% |