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.3+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Contract Administrator | $17,500 |
MATRIX TRUST COMPANY3+ 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 | $5,098 |
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 | $21,162 | $55,453-61.8% | $170,442-87.6% | $62,292-66.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.84% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,585 | $2,164-26.8% | $5,433-70.8% | $2,042-22.4% |
| Participant deferral / active EE | $1,931 | $2,303-16.1% | $4,939-60.9% | $3,169-39.1% |
| Admin fee / account holder | $61 | $455-86.5% | $13,880-99.6% | $479-87.2% |