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 |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Service code 14 · EIN 91-1999591 | Plan Administrator | $415,863 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $87,349 |
SCOTT CAPITAL ADVISORS5 years Filed as: SCOTT CAPITAL ADVISORS, LLC Service code 26 · EIN 84-4636104 | Advisory (Participants) | $50,000 |
Service code 29 · EIN 91-0889948 500 UNION ST · SEATTLE, WA 98101 | Legal | $36,940 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,849 | $110,299-66.6% | $102,423-64.0% | $199,593-81.5% |
| Participation rate | 85.8% | 86.3%-0.5pp | 76.5%+9.3pp | 72.0%+13.8pp |
| Annual return | 14.92% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,547 | $3,603-57.1% | $3,023-48.8% | $3,034-49.0% |
| Participant deferral / active EE | $2,723 | $6,376-57.3% | $5,053-46.1% | $5,087-46.5% |
| Admin fee / account holder | $218 | $122+78.3% | $9,451-97.7% | $269-18.9% |