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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $27,406 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER AND ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $14,678 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST CO. Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $12,673 |
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 | $184,414 | $46,297+298.3% | $71,671+157.3% | $62,292+196.0% |
| Participation rate | 95.9% | 60.6%+35.2pp | 68.7%+27.1pp | 69.5%+26.3pp |
| Annual return | 20.02% | 22.32%-2.3pp | 20.65%-0.6pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,380 | $1,412-2.2% | $2,460-43.9% | $2,042-32.4% |
| Participant deferral / active EE | $8,495 | $2,235+280.0% | $3,438+147.1% | $3,169+168.1% |
| Admin fee / account holder | $258 | $461-43.9% | $5,558-95.4% | $479-46.1% |