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 |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Service code 25 · EIN 91-1116938 1301 SECOND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $1,227,095 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $111,894 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 34-2015463 | Actuarial | $63,994 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 23-2817243 | Investment Mgmt Fees | $32,509 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 18.83% | 0.61%+18.2pp | -2.90%+21.7pp | 1.67%+17.2pp |
| Employer contribution / active EE | $15,810 | $9,133+73.1% | $27,990-43.5% | $10,506+50.5% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |