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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 701 5TH AVENUE 6701 · SEATTLE, WA 98104 | Contract Administrator | $15,396 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $4,470 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 47-2534181 | Investment Management | $1,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,171 | $31,310+37.9% | $53,898-19.9% | $74,304-41.9% |
| Participation rate | 89.9% | 30.7%+59.2pp | 55.0%+35.0pp | 60.3%+29.6pp |
| Annual return | 16.41% | 23.16%-6.8pp | 528.60%-512.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $269 | $450-40.2% | $932-71.1% | $2,241-88.0% |
| Participant deferral / active EE | $1,779 | $934+90.5% | $1,826-2.6% | $3,767-52.8% |
| Admin fee / account holder | $25 | $2,175-98.8% | $2,491-99.0% | $2,969-99.1% |