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.
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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 |
|---|---|---|
LUCID ADVISORS, INC.8 years Service code 26 · EIN 91-2050140 2101 4TH AVENUE · SEATTLE, WA 98121 | Advisory (Participants) | $21,619 |
Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $21,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,079 | $49,915-11.7% | $154,803-71.5% | $74,304-40.7% |
| Participation rate | 50.2% | 54.0%-3.7pp | 78.1%-27.8pp | 60.3%-10.1pp |
| Annual return | 15.87% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,580 | $1,611-1.9% | $4,305-63.3% | $2,241-29.5% |
| Participant deferral / active EE | $1,849 | $2,255-18.0% | $5,540-66.6% | $3,767-50.9% |
| Admin fee / account holder | $270 | $2,189-87.7% | $14,329-98.1% | $2,969-90.9% |