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 |
|---|---|---|
FOSTER & WOOD3 years Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $22,480 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,498 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,376 | $30,588+41.8% | $53,898-19.5% | $85,563-49.3% |
| Participation rate | 38.9% | 26.3%+12.5pp | 55.0%-16.1pp | 66.0%-27.1pp |
| Annual return | 15.46% | 50.42%-35.0pp | 528.60%-513.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $636 | $436+46.0% | $932-31.7% | $2,654-76.0% |
| Participant deferral / active EE | $1,630 | $848+92.2% | $1,826-10.8% | $4,375-62.8% |
| Admin fee / account holder | $308 | $1,879-83.6% | $2,491-87.7% | $834-63.1% |