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 |
|---|---|---|
FINANCIAL ADVOCATES2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 99 | Other Fees | $82,739 |
TRUECONSULTANTS2 years Service code 49 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $25,474 |
FINANCIAL ADVOCATES2 years Service code 99 · EIN 27-0435466 400 - 112TH NE, SUITE 200 · BELLEVUE, WA 98004 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,600 | $75,388+64.0% | $123,5440% | $55,725+121.8% |
| Participation rate | 83.5% | 75.7%+7.9pp | 82.3%+1.2pp | 70.9%+12.7pp |
| Annual return | -5.36% | 4.48%-9.8pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,460 | $3,063+13.0% | $4,628-25.2% | $2,078+66.5% |
| Participant deferral / active EE | $8,447 | $5,651+49.5% | $6,426+31.5% | $3,356+151.7% |
| Admin fee / account holder | $5 | $120-95.5% | $9,284-99.9% | $115-95.3% |