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 | $186,416 |
MAMMINI COMPANY INC.5 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $39,364 |
MATRIX TRUST COMPANY8+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $21,418 |
GILBERT & SACKMAN8+ years Service code 29 · EIN 95-2906951 | Legal | $19,316 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $18,650 |
SMACNA SAN DIEGO8+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $15,279 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,524 | $88,480-70.0% | $96,683-72.6% | $80,160-66.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.13% | 22.53%-11.4pp | 35.69%-24.6pp | 40.38%-29.3pp |
| Employer contribution / active EE | $2,356 | $4,176-43.6% | $3,737-37.0% | $2,978-20.9% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $181 | $212-14.6% | $6,730-97.3% | $145+24.8% |