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: QUEST INVESTMENT MAMT, INC. Service code 28 · EIN 93-0880854 ONE SW COLUMBIA ST. 1100 · PORTLAND, OR 97201 | Investment Management | $32,759 |
BENESYS, INC.6+ years Filed as: BENESYS INC. Service code 13 · EIN 38-2383171 PMB116 5331 SW MACADAM · PORTLAND, OR 97239 | Contract Administrator | $17,644 |
US BANK6+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Securities Custodian | $6,709 |
Filed as: THORP PURDY JEWETT URNESS WILINSON Service code 29 · EIN 93-0770706 1011 HARLOW RD, 300 · SPRINGFIELD, OR 97477 | Legal | $5,330 |
STANDARD FINANCIAL GROUP6+ years Service code 13 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Contract Administrator | $5,292 |
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 | $45,870 | $91,517-49.9% | $101,248-54.7% | $73,409-37.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.65% | 17.17%-4.5pp | 46.47%-33.8pp | 59.29%-46.6pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,696 | $3,338+70.6% | $4,370+30.3% | $3,805+49.7% |
| Admin fee / account holder | $86 | $216-60.4% | $5,945-98.6% | $158-45.8% |