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 |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 14 · EIN 91-1363171 2815 2ND AVENUE 300 · SEATTLE, WA 98121 | Plan Administrator | $199,966 |
Service code 29 · EIN 91-0889948 1325 FOURTH AVN, STE 910 · SEATTLE, WA 98101 | Legal | $27,458 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 17 · EIN 04-2927339 6332 SOUTH RAINBOW BLVD. · LAS VEGAS, NV 89118 | Pension Consulting | $17,066 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $12,543 |
Service code 10 · EIN 93-0634959 P.O. BOX 34203 · SEATTLE, WA 98124 | Accounting | $11,829 |
BJORKLUND & MONTPLAISIR9+ years Service code 10 · EIN 91-1015766 10300 SW GREENBURG RD. ST · PORTLAND, OR 972234433 | Accounting | $10,900 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVE. 3700 · PORTLAND, OR 972043654 | Actuarial | $5,633 |
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 | $29,753 | $88,480-66.4% | $96,683-69.2% | $80,160-62.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.45% | 22.53%-5.1pp | 35.69%-18.2pp | 40.38%-22.9pp |
| Employer contribution / active EE | $1,458 | $4,176-65.1% | $3,737-61.0% | $2,978-51.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $67 | $212-68.3% | $6,730-99.0% | $145-53.7% |