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: ADVISORY SERVICES & INVESTMENTS LLC Service code 17 · EIN 93-1238515 15 SW COLORADO · BEND, OR 97702 | Pension Consulting | $30,992 |
Filed as: JOHN HANCOCK Service code 12 · EIN 01-0233346 | Direct payment from the plan; Claims ... | $17,397 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $14,805 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 10 · EIN 93-0839718 3235 HILLCREST PARK DR STE 100 · MEDFORD, OR 97504 | Accounting | $6,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,229 | $62,603-26.2% | $104,294-55.7% | $66,914-30.9% |
| Participation rate | 92.3% | 59.6%+32.7pp | 73.3%+19.0pp | 69.8%+22.5pp |
| Annual return | -13.92% | -14.70%+0.8pp | 24.61%-38.5pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,676 | $1,972+137.2% | $3,372+38.7% | $2,544+83.8% |
| Participant deferral / active EE | $4,862 | $2,853+70.4% | $4,625+5.1% | $4,237+14.8% |
| Admin fee / account holder | $558 | $656-14.9% | $7,339-92.4% | $593-5.9% |