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: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $187,607 |
UA LOCAL 3432 years Filed as: U.A. LOCAL 343 JOINT SERVICES Service code 13 · EIN 94-0925634 | Contract Administrator | $139,212 |
KRAW LAW GROUP8 years Service code 29 · EIN 32-0465891 | Legal | $37,763 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027902 | Accounting | $35,524 |
VERUS3 years Filed as: VERUS ADVISORY, LLC Service code 17 · EIN 91-1320111 | Pension Consulting | $26,875 |
MATRIX TRUST COMPANY3 years Service code 24 · EIN 75-3182674 | Discretionary Trustee | $16,704 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,781 | $88,480-53.9% | $96,683-57.8% | $80,160-49.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.18% | 22.53%-6.4pp | 35.69%-19.5pp | 40.38%-24.2pp |
| Employer contribution / active EE | $1,392 | $4,176-66.7% | $3,737-62.7% | $2,978-53.2% |
| Participant deferral / active EE | $604 | $3,959-84.8% | $4,878-87.6% | $5,017-88.0% |
| Admin fee / account holder | $318 | $212+50.0% | $6,730-95.3% | $145+119.1% |