See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $62,627 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $37,631 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $35,010 |
SEATTLE TIMES COMPANY2+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $17,232 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $14,264 |
PETERSON SULLIVAN LLP2+ years Service code 10 · EIN 91-0605875 | Accounting | $11,000 |
Filed as: PRUDENTIAL FINANCIAL Service code 27 · EIN 23-6994310 | Advisory (Plan) | $6,187 |
DAVIS WRIGHT TREMAINE2+ years Service code 29 · EIN 91-0839480 | Legal | $700 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 19.15% | 5.86%+13.3pp | 3.99%+15.2pp | 4.56%+14.6pp |
| Employer contribution / active EE | $29,410 | $18,820+56.3% | $38,279-23.2% | $15,526+89.4% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |