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 7-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: RICHARDS MERRILL & PETERSON Service code 27 ONE SKYWALK, 422 W. RIVERSIDE · SPOKANE, WA 99201 | Advisory (Plan) | $36,238 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $4,376 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY Service code 13 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,475 | $104,475+7.7% | $159,436-29.5% | $79,386+41.7% |
| Participation rate | 90.1% | 76.6%+13.5pp | 82.8%+7.3pp | 70.7%+19.4pp |
| Annual return | 16.31% | 67.95%-51.6pp | 263.57%-247.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $7,107 | $3,417+108.0% | $4,829+47.2% | $2,427+192.8% |
| Participant deferral / active EE | $11,347 | $6,467+75.5% | $7,352+54.3% | $4,046+180.5% |
| Admin fee / account holder | $237 | $711-66.6% | $10,799-97.8% | $626-62.1% |