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 |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.10+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $357,977 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $136,499 |
Service code 29 · EIN 91-1917286 | Legal | $97,811 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $86,993 |
Filed as: SELLWOOD INVESTMENT PARTNERS LLC Service code 17 · EIN 80-0827237 | Pension Consulting | $51,272 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $19,788 |
WELLS FARGO BANK, N.A.2 years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $11,501 |
SERVICE PRINTING CO1 year Filed as: SERVICE PRINTING CO, INC. Service code 36 · EIN 91-0830372 | Direct payment from the plan; Copying... | $8,928 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 9.04% | 9.04%0pp | 14.20%-5.2pp | 9.04%0pp |
| Employer contribution / active EE | $2,304 | $14,127-83.7% | $32,636-92.9% | $14,127-83.7% |
| Participant deferral / active EE | $0 | $665-100.0% | $132-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |