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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,718 |
Filed as: DESCHUTES INVESTMENT CONSULTING LL Service code 27 · EIN 27-3525757 | Advisory (Plan) | $16,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,152 | $59,159-33.8% | $159,960-75.5% | $66,914-41.5% |
| Participation rate | 55.8% | 68.1%-12.3pp | 78.0%-22.1pp | 69.8%-14.0pp |
| Annual return | -14.94% | -12.26%-2.7pp | 408.60%-423.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $691 | $1,983-65.2% | $4,226-83.7% | $2,544-72.9% |
| Participant deferral / active EE | $2,612 | $4,395-40.6% | $6,182-57.8% | $4,237-38.4% |
| Admin fee / account holder | $308 | $591-47.8% | $8,698-96.5% | $593-48.0% |