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 4-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 |
|---|---|---|
Service code 14 · EIN 26-3148951 111 N POST STREET · SPOKANE, WA 99201 | Plan Administrator | $9,586 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 194822600 | Recordkeeping | $5,755 |
SOUND SHORE1 year Filed as: SOUND CONSULTING SERVICE Service code 17 · EIN 71-1004774 1750 112TH AVE NE · BELLEVUE, WA 98004 | Pension Consulting | $4,246 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,983 | $73,360-87.8% | $177,989-95.0% | $74,495-87.9% |
| Participation rate | 98.8% | 66.6%+32.2pp | 77.1%+21.7pp | 67.2%+31.6pp |
| Annual return | 14.19% | 17.49%-3.3pp | 294.48%-280.3pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,448 | $2,216+10.5% | $3,949-38.0% | $2,623-6.7% |
| Participant deferral / active EE | $2,964 | $4,513-34.3% | $6,276-52.8% | $4,346-31.8% |
| Admin fee / account holder | $18 | $1,808-99.0% | $10,363-99.8% | $1,942-99.1% |