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 | $64,880 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 51-0181291 | Actuarial | $64,122 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $32,725 |
HARRISON STREET4 years Service code 27 · EIN 45-3147571 | Advisory (Plan) | $32,051 |
CLARK NUBER6 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $24,500 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $21,525 |
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $21,273 |
SEATTLE TIMES COMPANY10+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $15,251 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $13,153 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 44.0%-44.0pp |
| Annual return | 5.25% | 6.30%-1.1pp | 6.74%-1.5pp | 13.05%-7.8pp |
| Employer contribution / active EE | $0 | $48,167-100.0% | $43,780-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |