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 |
|---|---|---|
Service code 13 805 BROADWAY STREET, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $39,604 |
Filed as: PETERSEN CPAS AND ADVISORS PLLC Service code 10 3702 KERN RD · YAKIMA, WA 98902 | Accounting | $23,768 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68103 | Advisory (Plan) | $22,690 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,711 | $65,557-60.8% | $64,056-59.9% | $71,457-64.0% |
| Participation rate | 71.8% | 73.2%-1.4pp | 72.3%-0.5pp | 67.9%+3.8pp |
| Annual return | 11.02% | 18.94%-7.9pp | 33.69%-22.7pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,322 | $2,669-13.0% | $2,747-15.5% | $2,588-10.3% |
| Participant deferral / active EE | $1,144 | $3,626-68.4% | $3,880-70.5% | $4,289-73.3% |
| Admin fee / account holder | $121 | $616-80.3% | $3,068-96.0% | $1,587-92.4% |