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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $414,355 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $287,263 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 | Investment Management | $177,753 |
MATRIX TRUST COMPANY8+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $154,638 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $96,933 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
KRAW LAW GROUP8+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $53,470 |
J HERRLE8+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $50,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,469 | $76,774+129.9% | $112,228+57.2% | $77,904+126.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.38% | -10.25%-3.1pp | 27.45%-40.8pp | 12.21%-25.6pp |
| Employer contribution / active EE | $13,931 | $3,977+250.3% | $3,635+283.3% | $2,848+389.2% |
| Participant deferral / active EE | $7,413 | $3,778+96.2% | $4,728+56.8% | $4,806+54.3% |
| Admin fee / account holder | $373 | $239+56.2% | $6,410-94.2% | $133+181.5% |