Filed January 4, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
ROEHL & YI INVESTMENT ADVISORS LLC10+ years Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 26 · EIN 93-1249395 | Advisory (Participants) | $65,389 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $63,483 |
Service code 49 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $16,234 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,459 | $129,021-32.2% | $184,203-52.5% | $77,643+12.6% |
| Participation rate | 96.3% | 87.3%+8.9pp | 86.8%+9.4pp | 70.6%+25.7pp |
| Annual return | 11.76% | 33.27%-21.5pp | 28.81%-17.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $5,731 | $4,413+29.9% | $6,427-10.8% | $2,726+110.2% |
| Participant deferral / active EE | $4,881 | $7,297-33.1% | $9,131-46.5% | $4,647+5.0% |
| Admin fee / account holder | $272 | $254+7.1% | $13,901-98.0% | $430-36.8% |