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 LLC8 years Service code 26 · EIN 47-5621000 1141 N EDISON ST · KENNEWICK, WA 993361434 | Advisory (Participants) | $23,109 |
RANDALL & HURLEY, INC.9 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $15,904 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 27-1228437 | Securities Custodian | $9,205 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,994 | $59,417-14.2% | $93,606-45.5% | $74,495-31.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 15.87% | 81.83%-66.0pp | 133.20%-117.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,369 | $1,264+87.5% | $2,420-2.1% | $2,623-9.7% |
| Participant deferral / active EE | $5,121 | $3,050+67.9% | $4,411+16.1% | $4,346+17.8% |
| Admin fee / account holder | $126 | $3,021-95.8% | $8,285-98.5% | $1,942-93.5% |