Filed April 4, 2025
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 |
|---|---|---|
HFG TRUST LLC3 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $16,570 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $8,886 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $6,104 |
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 | $40,285 | $49,138-18.0% | $84,015-52.1% | $65,185-38.2% |
| Participation rate | 99.5% | 60.7%+38.7pp | 69.0%+30.5pp | 70.2%+29.3pp |
| Annual return | 22.02% | 23.00%-1.0pp | 71.31%-49.3pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,052 | $914+124.6% | $1,983+3.5% | $2,177-5.7% |
| Participant deferral / active EE | $3,374 | $2,397+40.8% | $3,239+4.2% | $3,514-4.0% |
| Admin fee / account holder | $98 | $543-81.9% | $6,101-98.4% | $847-88.4% |