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 |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 10 · EIN 91-1363171 7525 SE 24TH STREET, SUITE 200 · MERCER ISLAND, WA 98040 | Accounting | $261,953 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1455 SW BROADWAY STREET, SUITE 1600 · PORTLAND, OR 97201 | Actuarial | $222,189 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 1200 6TH AVE 700 · SEATTLE, WA 98101 | Investment Management | $151,515 |
ARISTOTLE CAPITAL MANAGEMENT7 years Service code 28 235 W GALENA STREET · MILWAUKEE, WI 53212 | Investment Management | $88,391 |
DELAWARE INVESTMENTS7 years Service code 28 2005 MARKET STREET · PHILIDELPHIA, PA 19103 | Investment Management | $75,356 |
SLC MANAGEMENT7 years Service code 28 · EIN 68-0635051 22635 NE MARKETPLACE DR 160 · REDMOND, WA 98053 | Investment Management | $61,295 |
VERUS7 years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 800 5TH AVE. STE 3900 · SEATTLE, WA 98104 | Advisory (Plan) | $54,500 |
FIERA CAPITAL4 years Service code 28 375 PARK AVENUE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $52,415 |
LOOMIS SAYLES1 year Filed as: LOOMIS Service code 28 · EIN 04-3200030 | Investment Management | $42,408 |
Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 91-1282506 201 WEST NORTH RIVER DR. STE 190 · SPOKANE, WA 99201 | Legal | $39,788 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.48% | 9.12%-0.6pp | 9.57%-1.1pp | 10.77%-2.3pp |
| Employer contribution / active EE | $10,380 | $14,150-26.6% | $26,706-61.1% | $15,292-32.1% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |