Filed January 30, 2017
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 |
|---|---|---|
CLARK NUBER1 year Service code 10 555 110TH AVE NE STE 700 · BELLEVUE, WA 980045124 | Accounting | $26,670 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $19,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,139 | $50,982+57.2% | $154,803-48.2% | $85,563-6.3% |
| Participation rate | 70.8% | 59.8%+11.0pp | 78.1%-7.3pp | 66.0%+4.8pp |
| Annual return | 11.96% | 30.35%-18.4pp | 58.88%-46.9pp | 31.51%-19.5pp |
| Employer contribution / active EE | $2,104 | $1,708+23.1% | $4,305-51.1% | $2,654-20.7% |
| Participant deferral / active EE | $3,912 | $2,474+58.1% | $5,540-29.4% | $4,375-10.6% |
| Admin fee / account holder | $126 | $846-85.1% | $14,329-99.1% | $834-84.9% |