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 |
|---|---|---|
HFG TRUST LLC4 years Filed as: HFG TRUST Service code 27 · EIN 47-5621000 8131 W. GRANDRIDGE BLVD · KENNEWICK, WA 99336 | Advisory (Plan) | $22,525 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY Service code 64 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping Fees | $5,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,095 | $122,239-2.6% | $184,203-35.3% | $74,495+59.9% |
| Participation rate | 86.4% | 85.5%+1.0pp | 86.8%-0.4pp | 67.2%+19.2pp |
| Annual return | 50.98% | 19.95%+31.0pp | 28.81%+22.2pp | 1364.94%-1314.0pp |
| Employer contribution / active EE | $2,638 | $4,537-41.9% | $6,427-58.9% | $2,623+0.6% |
| Participant deferral / active EE | $7,396 | $7,139+3.6% | $9,131-19.0% | $4,346+70.2% |
| Admin fee / account holder | $157 | $1,260-87.5% | $13,901-98.9% | $1,942-91.9% |