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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.
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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, LLC8+ years Filed as: EB MANAGEMENT COMPANY Service code 13 · EIN 91-1999591 601 UNION ST., SUITE 1450 · SEATTLE, WA 98101 | Contract Administrator | $557,542 |
SCOTT CAPITAL ADVISORS3 years Service code 26 · EIN 84-4636104 707 SW WASHINGTON STREET SUITE 810 · PORTLAND, OR 97205 | Advisory (Participants) | $32,500 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 10700 NORTHRUP WAY · BELLEVUE, WA 98004 | Accounting | $15,540 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,714 | $130,141-88.7% | $86,677-83.0% | $77,904-81.1% |
| Participation rate | 67.6% | 85.9%-18.4pp | 76.6%-9.0pp | 73.7%-6.1pp |
| Annual return | -19.69% | -12.75%-6.9pp | 35.91%-55.6pp | 12.21%-31.9pp |
| Employer contribution / active EE | $1,312 | $3,220-59.2% | $2,836-53.7% | $2,848-53.9% |
| Participant deferral / active EE | $568 | $5,757-90.1% | $4,656-87.8% | $4,806-88.2% |
| Admin fee / account holder | $119 | $132-9.9% | $7,493-98.4% | $133-10.5% |