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 |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING6+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 27-3525757 200 SW MARKET ST, SUITE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $63,931 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,330 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,800 | $52,293-39.2% | $178,490-82.2% | $73,409-56.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.47% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $10,187 | $1,735+487.0% | $5,011+103.3% | $2,234+356.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $58 | $127-54.3% | $13,984-99.6% | $158-63.1% |