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 |
|---|---|---|
Service code 15 2200 6TH AVE 300 · SEATTLE, WA 98121 | Recordkeeping | $1,605,668 |
ALAN BILLER & ASSOCIATES4 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $850,000 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $379,850 |
GROOM LAW GROUP1 year Service code 29 · EIN 13-1837418 | Legal | $281,250 |
CLISE AGENCY9 years Service code 49 · EIN 91-6024838 | Other Services | $201,042 |
Service code 29 · EIN 91-0889948 | Legal | $120,438 |
BASYS10+ years Service code 16 · EIN 52-1796473 | Consulting | $115,441 |
Filed as: CARPENTERS SERVICES ADMIN CORP Service code 14 · EIN 95-6042873 | Plan Administrator | $114,074 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Cu... | $108,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $84,829 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | -94.58% | 7.45%-102.0pp | 8.09%-102.7pp | 13.05%-107.6pp |
| Employer contribution / active EE | $0 | $34,713-100.0% | $28,674-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |