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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,847 |
S L REED & COMPANY4 years Service code 27 · EIN 95-4569995 | Advisory (Plan) | $13,851 |
Filed as: WINDWARD CAPITAL MANAGEMENT Service code 27 1111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Advisory (Plan) | $11,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,378 | $55,371+52.4% | $95,585-11.7% | $74,304+13.6% |
| Participation rate | 57.3% | 53.8%+3.5pp | 72.1%-14.7pp | 60.3%-3.0pp |
| Annual return | 22.93% | 24.26%-1.3pp | 38.56%-15.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $1,847 | $1,437+28.5% | $2,527-26.9% | $2,241-17.6% |
| Participant deferral / active EE | $3,788 | $2,955+28.2% | $4,023-5.8% | $3,767+0.6% |
| Admin fee / account holder | $419 | $2,620-84.0% | $6,127-93.2% | $2,969-85.9% |