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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,798 |
TRUTINA FINANCIAL3 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $21,062 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 | Other Services | $4,839 |
Service code 49 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,355 | $48,3350% | $121,098-60.1% | $71,457-32.3% |
| Participation rate | 91.0% | 54.3%+36.8pp | 69.5%+21.5pp | 67.9%+23.1pp |
| Annual return | 16.44% | 23.32%-6.9pp | 985.75%-969.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,432 | $1,489+63.4% | $4,164-41.6% | $2,588-6.0% |
| Participant deferral / active EE | $5,015 | $2,754+82.1% | $4,080+22.9% | $4,289+16.9% |
| Admin fee / account holder | $181 | $1,841-90.2% | $5,644-96.8% | $1,587-88.6% |