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 8-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 |
|---|---|---|
NORTHWEST ADMINISTRATORS, INC.10+ years Filed as: NORTHWEST ADMINISTRATORS INC Service code 13 · EIN 91-0680697 | Contract Administrator | $636,424 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $212,069 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $167,270 |
BEESON, TAYER & BODINE10+ years Filed as: BEESON TAYER & BODINE APC Service code 29 · EIN 94-3126136 | Legal | $57,123 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $42,328 |
ALAN BILLER & ASSOCIATES5 years Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $35,278 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $30,100 |
LATHROP GPM5 years Filed as: LATHROP GAGE LLP Service code 29 · EIN 44-0649536 | Legal | $27,126 |
US BANK10+ years Filed as: UNION BANK OF CALIFORNIA Service code 60 · EIN 94-0304288 | Sub-TA Fees | $27,058 |
Service code 22 · EIN 94-3249244 | Insurance Broker | $9,968 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.35% | 9.57%-7.2pp | 16.77%-14.4pp | 9.57%-7.2pp |
| Employer contribution / active EE | $235 | $9,429-97.5% | $28,306-99.2% | $9,429-97.5% |
| Participant deferral / active EE | $0 | $408-100.0% | $40-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |