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: FERGUSON WELLMAN CAPITAL MANAGMENT Service code 26 · EIN 93-0646988 888 SW 5TH AVE. STE. 1200 · PORTLAND, OR 97204 | Advisory (Participants) | $19,989 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,130 | $65,061-10.7% | $143,757-59.6% | $66,914-13.1% |
| Participation rate | 94.4% | 65.2%+29.3pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -18.16% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,927 | $2,361-18.4% | $4,951-61.1% | $2,544-24.3% |
| Participant deferral / active EE | $3,534 | $2,919+21.1% | $5,637-37.3% | $4,237-16.6% |
| Admin fee / account holder | $93 | $502-81.6% | $14,673-99.4% | $593-84.4% |