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 LLC6 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $19,656 |
RANDALL & HURLEY, INC.7 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,614 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 27-1228437 | Securities Custodian | $8,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,825 | $49,451-21.5% | $79,550-51.2% | $66,914-42.0% |
| Participation rate | 99.0% | 61.3%+37.7pp | 69.5%+29.5pp | 69.8%+29.2pp |
| Annual return | -15.37% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,572 | $1,266+103.2% | $2,413+6.6% | $2,544+1.1% |
| Participant deferral / active EE | $5,030 | $3,159+59.3% | $3,985+26.2% | $4,237+18.7% |
| Admin fee / account holder | $121 | $595-79.7% | $6,832-98.2% | $593-79.7% |