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 |
|---|---|---|
KAUFMANN & GOBLE5+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $239,644 |
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $213,893 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 888 SW 5TH AVE 1200 · PORTLAND, OR 97204 | Investment Management | $143,248 |
MATRIX TRUST COMPANY5+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $121,010 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
J HERRLE5+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $35,720 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $33,401 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $27,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,624 | $66,051+224.9% | $92,893+131.0% | $77,787+175.9% |
| Participation rate | 58.7% | 81.0%-22.3pp | 76.0%-17.3pp | 73.2%-14.5pp |
| Annual return | 16.87% | 20.69%-3.8pp | 109.41%-92.5pp | 32.57%-15.7pp |
| Employer contribution / active EE | $10,937 | $3,426+219.3% | $3,653+199.4% | $2,504+336.7% |
| Participant deferral / active EE | $7,066 | $3,013+134.5% | $4,236+66.8% | $3,967+78.1% |
| Admin fee / account holder | $394 | $148+166.3% | $5,794-93.2% | $100+293.4% |