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.4+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Contract Administrator | $32,052 |
MATRIX TRUST COMPANY4+ 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 | $5,421 |
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 | $19,971 | $37,196-46.3% | $154,107-87.0% | $55,725-64.2% |
| Participation rate | 89.6% | 64.1%+25.5pp | 83.0%+6.6pp | 70.9%+18.7pp |
| Annual return | -6.06% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,586 | $1,614-1.7% | $5,298-70.1% | $2,078-23.7% |
| Participant deferral / active EE | $1,912 | $2,068-7.5% | $5,081-62.4% | $3,356-43.0% |
| Admin fee / account holder | $99 | $102-2.4% | $13,411-99.3% | $115-13.9% |