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 |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 28 · EIN 93-0646988 | Investment Management | $51,617 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $36,474 |
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $29,995 |
TRUCKER HUSS3 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $23,086 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $13,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,441 | $62,127-57.4% | $81,382-67.5% | $74,495-64.5% |
| Participation rate | 18.3% | 64.0%-45.8pp | 69.5%-51.2pp | 67.2%-48.9pp |
| Annual return | 11.70% | 16.48%-4.8pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,415 | $1,882-24.9% | $2,463-42.6% | $2,623-46.1% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $603 | $1,934-68.8% | $5,768-89.5% | $1,942-68.9% |