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 |
|---|---|---|
Filed as: INDEPENDENT ACTUARIES INC. Service code 11 · EIN 36-4561119 4500 KRUSE WAY, STE 200 · LAKE OSWEGO, OR 97035 | Actuarial | $44,515 |
RVK, INC.4+ years Filed as: RV KUHNS Service code 17 · EIN 93-0910652 111 SW NAITO PARKWAY · PORTLAND, OR 97224 | Pension Consulting | $39,185 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN SM CAP FD LLC Service code 28 · EIN 20-4254618 346 SHELBURNE RD, 6TH FLO · BURLINGTON, VT 05401 | Investment Management | $26,951 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATON Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $23,200 |
LAUKA MCGUIRE, P.C.1 year Service code 10 · EIN 93-1093736 3511 SE MILWAUKIE AVE · PORTLAND, OR 97202 | Accounting | $15,100 |
GARVEY SCHUBERT BARER1 year Service code 29 1191 SECOND AVE, 18TH FLO · SEATTLE, WA 98101 | Legal | $6,652 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 5.48% | 12.03%-6.5pp | 12.93%-7.4pp | 13.59%-8.1pp |
| Employer contribution / active EE | $38,176 | $19,417+96.6% | $35,210+8.4% | $14,592+161.6% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |