Filed January 14, 2020 (most recent of 3 filings on file)
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 |
|---|---|---|
BRIGHTON JONES LLC4 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $39,258 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,851 | $54,121-37.5% | $134,143-74.8% | $73,409-53.9% |
| Participation rate | 45.7% | 64.4%-18.7pp | 72.2%-26.5pp | 72.2%-26.5pp |
| Annual return | 12.84% | -312.52%+325.4pp | 36.33%-23.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $840 | $1,402-40.1% | $3,704-77.3% | $2,234-62.4% |
| Participant deferral / active EE | $1,976 | $2,844-30.5% | $3,499-43.5% | $3,805-48.1% |
| Admin fee / account holder | $283 | $132+114.0% | $6,684-95.8% | $158+79.4% |