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 |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 28 · EIN 93-0646988 | Investment Management | $222,715 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $94,581 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $78,694 |
US BANK3 years Filed as: US BANK NA Service code 18 · EIN 31-0841368 | Custodial (other than securities); Cu... | $35,955 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $27,227 |
Filed as: BARLOW & COUGHRAN, P.S. Service code 29 · EIN 91-0889948 | Legal | $15,000 |
HILTON CAPITAL MANAGEMENT3 years Filed as: HILTON VANCOUVER WASHINGTON Service code 49 306 W 6TH ST · VANCOUVER, WA 98660 | Other Services | $9,581 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.07% | 8.51%+3.6pp | 10.54%+1.5pp | 8.76%+3.3pp |
| Employer contribution / active EE | $14,763 | $16,216-9.0% | $26,782-44.9% | $16,627-11.2% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |