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 |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES9+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $298,642 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $210,195 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 | Investment Management | $182,782 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $103,764 |
MATRIX TRUST COMPANY9+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $87,293 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
KRAW LAW GROUP9+ years Service code 29 · EIN 77-0171216 | Legal | $45,111 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Copying and duplicating; Direct payme... | $44,051 |
J HERRLE1 year Filed as: JOSEPH HERRLE Service code 17 · EIN 93-0692196 | Pension Consulting | $24,420 |
RVK, INC.1 year Filed as: RV KUHNS & ASSOCIATES, INC Service code 16 222 SW COLUMBIA ST STE 600 · PORTLAND, OR 97201 | Consulting | $7,500 |
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 | $197,573 | $88,480+123.3% | $96,683+104.4% | $80,160+146.5% |
| Participation rate | 95.0% | 79.9%+15.1pp | 74.3%+20.6pp | 72.9%+22.1pp |
| Annual return | 11.83% | 22.53%-10.7pp | 35.69%-23.9pp | 40.38%-28.6pp |
| Employer contribution / active EE | $14,168 | $4,176+239.2% | $3,737+279.2% | $2,978+375.8% |
| Participant deferral / active EE | $7,540 | $3,959+90.5% | $4,878+54.6% | $5,017+50.3% |
| Admin fee / account holder | $386 | $212+82.4% | $6,730-94.3% | $145+166.5% |