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 9-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 |
|---|---|---|
WASHINGTON TRUST BANK6+ years Service code 99 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Other Fees | $40,059 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,679 |
Filed as: ENVESTNET ASSET MANEGMENT Service code 26 35 EAST WACKER DRIVE 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Participants) | $7,969 |
Service code 26 2700 S SOUTHEAST BLVD #205 · SPOKANE, WA 99223 | Advisory (Participants) | $5,561 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,234 | $61,156+65.5% | $185,823-45.5% | $79,386+27.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 33.52% | 19.45%+14.1pp | 122.05%-88.5pp | 116.85%-83.3pp |
| Employer contribution / active EE | $5,550 | $2,321+139.2% | $5,167+7.4% | $2,427+128.6% |
| Participant deferral / active EE | $3,952 | $2,789+41.7% | $5,568-29.0% | $4,046-2.3% |
| Admin fee / account holder | $248 | $710-65.0% | $16,237-98.5% | $626-60.4% |