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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.9+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 601 UNION ST, STE 1450 · SEATTLE, WA 98101 | Contract Administrator | $238,314 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 1301 FIFTH AVENUE SUITE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $143,933 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $40,811 |
Service code 29 · EIN 91-0889948 500 UNION ST · SEATTLE, WA 98101 | Legal | $11,400 |
BAC CAPITAL ADVISORS, LLC8+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 26 · EIN 91-1999591 601 UNION ST STE 1450 · SEATTLE, WA 98101 | Advisory (Participants) | $9,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,634 | $40,278-71.1% | $80,569-85.6% | $80,160-85.5% |
| Participation rate | 80.3% | 47.5%+32.7pp | 67.0%+13.3pp | 72.9%+7.3pp |
| Annual return | 15.95% | 50.86%-34.9pp | 935.43%-919.5pp | 40.38%-24.4pp |
| Employer contribution / active EE | $991 | $1,332-25.6% | $2,723-63.6% | $2,978-66.7% |
| Participant deferral / active EE | $534 | $2,696-80.2% | $4,447-88.0% | $5,017-89.4% |
| Admin fee / account holder | $169 | $210-19.5% | $5,377-96.9% | $145+16.8% |