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 | $190,064 |
MAMMINI COMPANY INC.6 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $40,380 |
GILBERT & SACKMAN9+ years Service code 29 · EIN 95-2906951 | Legal | $25,270 |
MATRIX TRUST COMPANY9+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $22,717 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $19,700 |
SMACNA SAN DIEGO9+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $18,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $241,101-100.0% | $103,333-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 14.35% | 17.80%-3.5pp | 24.88%-10.5pp | 34.25%-19.9pp |
| Employer contribution / active EE | $2,388 | $4,244-43.7% | $3,868-38.3% | $3,034-21.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |