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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 21 · EIN 13-2638166 | Bank Trustee | $73,420 |
Filed as: FERGUSON-WELLMAN CAPITAL MANAGEMENT Service code 21 · EIN 93-0646988 | Bank Trustee | $72,757 |
WTRISC1+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $28,223 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 21 · EIN 95-4575414 | Bank Trustee | $11,183 |
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN MAHER Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $9,943 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,978 | $50,106+11.7% | $70,014-20.0% | $57,658-2.9% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | -2.86% | 14.58%-17.4pp | 12.99%-15.9pp | 5.13%-8.0pp |
| Employer contribution / active EE | $7,949 | $1,739+357.0% | $2,338+239.9% | $1,974+302.7% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $251 | $89+181.8% | $4,380-94.3% | $95+165.9% |