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) | $42,496 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $22,280 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST CO. Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Securities Custodian | $11,849 |
FARRELL & CO., P.S.3+ years Service code 10 12334 NORTHUP WAY · BELLEVUE, WA 98005 | Accounting | $7,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,602 | $80,753+49.3% | $136,294-11.5% | $62,292+93.6% |
| Participation rate | 97.2% | 73.5%+23.6pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 18.58% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $9,202 | $2,884+219.1% | $4,695+96.0% | $2,042+350.6% |
| Participant deferral / active EE | $7,371 | $5,164+42.7% | $6,247+18.0% | $3,169+132.6% |
| Admin fee / account holder | $397 | $525-24.4% | $9,243-95.7% | $479-17.1% |