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 7-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 |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,049,546 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D BILLER ASSOC Service code 27 · EIN 94-2854953 | Advisory (Plan) | $106,667 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $100,000 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $62,920 |
Filed as: NW CARPENTERS HEALTH & SECURITY Service code 14 · EIN 91-6029049 | Plan Administrator | $58,500 |
Service code 29 · EIN 91-0889948 | Legal | $55,876 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $44,516 |
Filed as: NW CARPENTERS RETIREMENT PLAN Service code 14 · EIN 91-6029051 | Plan Administrator | $31,500 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON TILDEN THOMAS CORDELL Service code 29 600 UNIVERSITY ST STE 2915 · SEATTLE, WA 98101 | Legal | $30,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,109 | $118,441-78.8% | $151,611-83.4% | $89,394-71.9% |
| Participation rate | 44.2% | 88.0%-43.8pp | 87.5%-43.3pp | 71.3%-27.1pp |
| Annual return | -11.41% | -9.10%-2.3pp | 3.33%-14.7pp | -11.89%+0.5pp |
| Employer contribution / active EE | $533 | $4,770-88.8% | $6,166-91.3% | $3,022-82.3% |
| Participant deferral / active EE | $795 | $7,648-89.6% | $8,363-90.5% | $5,123-84.5% |
| Admin fee / account holder | $71 | $90-20.8% | $11,616-99.4% | $79-10.7% |