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 Service code 11 · EIN 51-0181291 | Actuarial | $52,174 |
SEATTLE TIMES COMPANY9+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $38,126 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $34,630 |
HARRISON STREET3 years Service code 27 · EIN 45-3147571 | Advisory (Plan) | $33,514 |
CLARK NUBER5 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $30,773 |
Filed as: PRINCIPAL FINANCIAL Service code 21 · EIN 42-1466678 | Bank Trustee | $26,665 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $24,911 |
VERUS9+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $20,710 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $14,462 |
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.
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 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | 8.95% | 10.22%-1.3pp | 10.59%-1.6pp | 24.42%-15.5pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |