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: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $653,791 |
MAMMINI COMPANY INC.7 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $173,416 |
MATRIX TRUST COMPANY9 years Service code 21 · EIN 75-3182674 | Bank Trustee | $112,239 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $82,338 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $25,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,475 | $103,641-25.2% | $107,525-27.9% | $102,872-24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 14.01% | 13.08%+0.9pp | 181.32%-167.3pp | 19.06%-5.0pp |
| Employer contribution / active EE | $0 | $5,096-100.0% | $3,754-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,808 | $3,789+0.5% | $5,116-25.6% | $5,535-31.2% |
| Admin fee / account holder | $165 | $276-40.3% | $8,919-98.2% | $292-43.6% |