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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC6+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1467493 601 UNION ST., SUITE 1450 · SEATTLE, WA 98101 | Contract Administrator | $556,554 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 10700 NORTHRUP WAY · BELLEVUE, WA 98004 | Accounting | $40,138 |
SCOTT CAPITAL ADVISORS1 year Service code 26 · EIN 84-4636104 707 SW WASHINGTON STREET SUITE 810 · PORTLAND, OR 97205 | Advisory (Participants) | $16,250 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 222 SW COLUMBIA ST, SUITE 1825 · PORTLAND, OR 97201 | Advisory (Participants) | $11,923 |
Filed as: LAW OFFICE OF RICHARD A EKMAN, P.S. Service code 29 · EIN 91-1321138 3213 W. WHEELER ST., #307 · SEATTLE, WA 98199 | Legal | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,083 | $176,491-89.8% | $95,952-81.2% | $90,288-80.0% |
| Participation rate | 90.2% | 86.6%+3.7pp | 77.1%+13.2pp | 73.4%+16.9pp |
| Annual return | 17.13% | 20.14%-3.0pp | 91.61%-74.5pp | 53.97%-36.8pp |
| Employer contribution / active EE | $449 | $2,789-83.9% | $2,541-82.3% | $2,524-82.2% |
| Participant deferral / active EE | $1,109 | $5,340-79.2% | $4,167-73.4% | $4,232-73.8% |
| Admin fee / account holder | $137 | $154-11.2% | $6,795-98.0% | $114+19.9% |