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 LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $91,542 |
Filed as: UBS FINANCIAL SERVICES Service code 27 925 FOURTH AVE. · SEATTLE, WA 98104 | Advisory (Plan) | $46,048 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $40,638 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $38,879 |
SEATTLE TIMES COMPANY3+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $21,818 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $15,672 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $14,439 |
PETERSON SULLIVAN LLP3+ years Service code 10 · EIN 91-0605875 | Accounting | $11,568 |
DAVIS WRIGHT TREMAINE3+ years Service code 29 · EIN 91-0839480 | Legal | $3,724 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 26.50% | 10.65%+15.9pp | 9.60%+16.9pp | 10.41%+16.1pp |
| Employer contribution / active EE | $15,055 | $22,524-33.2% | $45,595-67.0% | $14,691+2.5% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |