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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 |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $15,418 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $13,990 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,079 | $65,322+25.7% | $70,449+16.5% | $73,488+11.7% |
| Participation rate | 56.3% | 77.0%-20.6pp | 75.1%-18.7pp | 70.7%-14.3pp |
| Annual return | 12.96% | 15.71%-2.7pp | 109.03%-96.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,464 | $2,460-40.5% | $2,737-46.5% | $2,270-35.5% |
| Participant deferral / active EE | $2,961 | $3,375-12.3% | $3,709-20.1% | $3,740-20.8% |
| Admin fee / account holder | $359 | $214+67.7% | $3,845-90.7% | $513-30.0% |