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 9-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 |
|---|---|---|
THE DOTY GROUP3 years Service code 10 1102 BROADWAY · TACOMA, WA 98402 | Accounting | $14,300 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $390 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,352 | $54,590+202.9% | $81,930+101.8% | $73,488+125.0% |
| Participation rate | 84.9% | 68.3%+16.6pp | 72.0%+12.9pp | 70.7%+14.2pp |
| Annual return | 14.30% | 17.74%-3.4pp | 29.49%-15.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,149 | $1,636+31.4% | $4,310-50.1% | $2,270-5.3% |
| Participant deferral / active EE | $3,510 | $2,759+27.2% | $7,107-50.6% | $3,740-6.1% |
| Admin fee / account holder | $82 | $592-86.2% | $5,158-98.4% | $513-84.1% |