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.
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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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC1+ years Filed as: FIRST PACIFIC FINANCIAL INC. Service code 27 610 ESTHER ST. STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $26,814 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,890 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $69,411 | $39,286+76.7% | $80,716-14.0% | $79,386-12.6% |
| Participation rate | 45.1% | 41.0%+4.1pp | 54.2%-9.1pp | 70.7%-25.6pp |
| Annual return | 23.90% | 98.95%-75.0pp | 87.28%-63.4pp | 116.85%-93.0pp |
| Employer contribution / active EE | $1,110 | $594+87.0% | $1,160-4.3% | $2,427-54.3% |
| Participant deferral / active EE | $1,958 | $1,264+55.0% | $2,146-8.7% | $4,046-51.6% |
| Admin fee / account holder | $443 | $647-31.5% | $3,380-86.9% | $626-29.2% |