See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $36,792 |
Filed as: FIRST PACIFIC FINANCIAL, INC. Service code 27 610 ESTHER ST SUITE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $20,077 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES Service code 27 2001 SIXTH AVENUE SUITE 2801 · SEATTLE, WA 98121 | Advisory (Plan) | $9,953 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $2,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,239 | $58,726+28.1% | $92,233-18.4% | $62,292+20.8% |
| Participation rate | 87.8% | 68.3%+19.5pp | 76.5%+11.3pp | 69.5%+18.3pp |
| Annual return | 17.69% | 43.62%-25.9pp | 176.28%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $16,731 | $2,392+599.5% | $3,679+354.7% | $2,042+719.3% |
| Participant deferral / active EE | $1,043 | $2,766-62.3% | $3,897-73.2% | $3,169-67.1% |
| Admin fee / account holder | $243 | $556-56.3% | $5,194-95.3% | $479-49.2% |