See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 4025 DELRDGE WY SW STE250 · SEATTLE, WA 98106 | Contract Administrator | $498,529 |
RELIANT CONSULTING & RESEARCH6+ years Filed as: RELIANT CONSULTING AND RESEARCH Service code 27 · EIN 75-2971473 26623 LINDVOG ROAD NE · KINGSTON, WA 98346 | Advisory (Plan) | $81,206 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 PO BOX 202770 · AUSTIN, TX 78720 | Securities Custodian | $57,358 |
BARRAN LIEBMAN LLP6+ years Service code 29 · EIN 93-1251627 601 SW 2ND AVENUE 2300 · PORTLAND, OR 972043159 | Legal | $48,545 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $27,278 |
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 | $42,886 | $81,719-47.5% | $101,248-57.6% | $90,288-52.5% |
| Participation rate | 72.9% | 80.7%-7.8pp | 75.8%-2.9pp | 73.4%-0.4pp |
| Annual return | 14.44% | 337.64%-323.2pp | 46.47%-32.0pp | 53.97%-39.5pp |
| Employer contribution / active EE | $3,285 | $3,622-9.3% | $3,660-10.2% | $2,524+30.1% |
| Participant deferral / active EE | $2,164 | $3,310-34.6% | $4,370-50.5% | $4,232-48.9% |
| Admin fee / account holder | $129 | $162-20.2% | $5,945-97.8% | $114+13.3% |