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 |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $165,467 |
Filed as: WILLIAM C EARHART CO Service code 14 · EIN 93-0509592 | Plan Administrator | $145,860 |
CLIFTONLARSONALLEN LLP9 years Service code 10 · EIN 41-0746749 | Accounting | $69,478 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $30,000 |
FIRST HILL TRUST COMPANY1 year Service code 13 601 UNION ST, STE 1450 · SEATTLE, WA 98101 | Contract Administrator | $13,841 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $13,707 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,036 |
US BANK1 year Filed as: US BANK, NA Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $5,051 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,049 | $52,224-75.0% | $88,946-85.3% | $102,872-87.3% |
| Participation rate | 75.9% | 40.8%+35.1pp | 68.8%+7.0pp | 73.0%+2.8pp |
| Annual return | 15.12% | 16.96%-1.8pp | 57.82%-42.7pp | 19.06%-3.9pp |
| Employer contribution / active EE | $722 | $1,241-41.8% | $2,555-71.7% | $3,526-79.5% |
| Participant deferral / active EE | $335 | $2,611-87.2% | $4,581-92.7% | $5,535-93.9% |
| Admin fee / account holder | $157 | $1,723-90.9% | $8,261-98.1% | $292-46.2% |