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: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 8525 E ORCHARD RD 373 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $122,495 |
Service code 27 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Advisory (Plan) | $90,417 |
BENESYS, INC.7+ years Service code 10 · EIN 38-2383171 5331 SW MACADAM AVE. 258 · PORTLAND, OR 97239 | Accounting | $36,600 |
BJORKLUND & MONTPLAISIR7+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $16,400 |
BROWNSTEIN RASK LLP7+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $3,750 |
J HERRLE7+ years Filed as: JH HERRLE & ASSOC. INSURANCE CO. Service code 22 · EIN 93-0692196 1800 SW 1ST AVE. STE 280 · PORTLAND, OR 97201 | Insurance Broker | $0 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 500 GRANT ST,STE 151-0625 · PITTSBURGH, PA 15258 | Securities Custodian | $0 |
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 | $51,800 | $76,774-32.5% | $112,228-53.8% | $77,904-33.5% |
| Participation rate | 99.4% | 80.2%+19.2pp | 75.1%+24.3pp | 73.7%+25.7pp |
| Annual return | 5.54% | -10.25%+15.8pp | 27.45%-21.9pp | 12.21%-6.7pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,570 | $3,778+47.4% | $4,728+17.8% | $4,806+15.9% |
| Admin fee / account holder | $226 | $239-5.3% | $6,410-96.5% | $133+70.7% |