Filed June 14, 2021
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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $137,990 |
SEATTLE TIMES COMPANY1 year Filed as: SEATTLE UNIVERSITY Service code 49 · EIN 91-0565006 | Other Services | $48,138 |
TIAA2+ years Service code 37 · EIN 13-1624203 | Loan Processing | $440 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,884 | $85,199+17.2% | $57,179+74.7% | $63,975+56.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 7.36% | 10.43%-3.1pp | 14.59%-7.2pp | 48.65%-41.3pp |
| Employer contribution / active EE | $6,731 | $3,446+95.3% | $2,682+151.0% | $2,182+208.5% |
| Participant deferral / active EE | $4,518 | $3,109+45.3% | $3,096+45.9% | $3,356+34.6% |
| Admin fee / account holder | $67 | $39+72.5% | $3,139-97.9% | $70-5.4% |