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: PRINCIPAL FINANCIAL Service code 21 · EIN 42-1466678 | Bank Trustee | $86,373 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $76,802 |
HARRISON STREET3 years Service code 27 · EIN 45-3147571 | Advisory (Plan) | $72,808 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 51-0181291 | Actuarial | $63,837 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $50,052 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $47,699 |
SEATTLE TIMES COMPANY9+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $42,585 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $28,731 |
CLARK NUBER7 years Service code 10 · EIN 91-1194016 | Accounting | $26,700 |
DAVIS WRIGHT TREMAINE9+ years Service code 29 · EIN 91-0839480 | Legal | $15,221 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 17.87% | 7.65%+10.2pp | 6.74%+11.1pp | 7.65%+10.2pp |
| Employer contribution / active EE | $27,464 | $20,599+33.3% | $43,780-37.3% | $20,599+33.3% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |