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 |
|---|---|---|
UMPQUA INVESTMENTS, INC.1 year Filed as: UMPQUA INVESTMENTS Service code 49 · EIN 71-0294708 | Other Services | $3,894 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,512 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $134 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $134 |
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 | $61,529 | $55,449+11.0% | $83,848-26.6% | $56,287+9.3% |
| Participation rate | 97.7% | 68.0%+29.7pp | 76.1%+21.5pp | 69.9%+27.8pp |
| Annual return | -5.64% | -1.38%-4.3pp | 850.88%-856.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,165 | $2,430+112.5% | $3,631+42.2% | $2,111+144.6% |
| Participant deferral / active EE | $6,635 | $2,935+126.0% | $4,082+62.6% | $3,350+98.1% |
| Admin fee / account holder | $36 | $656-94.5% | $5,478-99.3% | $521-93.1% |