Filed February 14, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAGEN, KURTH, PERMAN & CO., P.S. Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $35,200 |
VERUS1 year Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $26,250 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,660 |
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 | $124,177 | $88,515+40.3% | $162,163-23.4% | $67,579+83.8% |
| Participation rate | 94.8% | 86.8%+8.0pp | 87.6%+7.2pp | 71.3%+23.5pp |
| Annual return | 24.86% | 27.04%-2.2pp | 115.59%-90.7pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,257 | $3,563-8.6% | $5,614-42.0% | $2,148+51.6% |
| Participant deferral / active EE | $7,352 | $5,724+28.5% | $7,298+0.7% | $3,539+107.7% |
| Admin fee / account holder | $145 | $124+17.4% | $10,843-98.7% | $142+2.0% |