Filed February 14, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
VERUS6 years Service code 16 999 THIRD AVE · SEATTLE, WA 98104 | Consulting | $35,000 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $31,107 |
Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $20,500 |
RAMSEY SOLUTIONS4 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $5,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,816 | $129,021+42.5% | $184,203-0.2% | $77,643+136.7% |
| Participation rate | 93.5% | 87.3%+6.2pp | 86.8%+6.7pp | 70.6%+22.9pp |
| Annual return | 13.54% | 33.27%-19.7pp | 28.81%-15.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,565 | $4,413+3.4% | $6,427-29.0% | $2,726+67.5% |
| Participant deferral / active EE | $10,344 | $7,297+41.8% | $9,131+13.3% | $4,647+122.6% |
| Admin fee / account holder | $150 | $254-40.9% | $13,901-98.9% | $430-65.2% |