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 |
|---|---|---|
RANDALL & HURLEY, INC.10+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $54,815 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 BROADRIGDE FINANCIAL SOLUTIONS, INC · PHOENIX, AZ 85004 | Securities Custodian | $16,848 |
PETERSEN HASTINGS INVESTMENT MGMT10+ years Service code 26 · EIN 91-6146565 8903 W. QUINAULT AVE. ST 700 · KENNEWICK, WA 99336 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,547 | $50,982+60.0% | $154,803-47.3% | $85,563-4.7% |
| Participation rate | 96.8% | 59.8%+37.0pp | 78.1%+18.7pp | 66.0%+30.8pp |
| Annual return | 11.46% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.1pp |
| Employer contribution / active EE | $4,431 | $1,708+159.4% | $4,305+2.9% | $2,654+67.0% |
| Participant deferral / active EE | $3,809 | $2,474+54.0% | $5,540-31.3% | $4,375-12.9% |
| Admin fee / account holder | $156 | $846-81.6% | $14,329-98.9% | $834-81.3% |