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 9-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $592,726 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 27 · EIN 52-1868818 | Advisory (Plan) | $459,422 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $174,385 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 15 · EIN 82-1061233 | Recordkeeping | $163,605 |
WEST & COMPANY, LLC4 years Filed as: WEST & COMPANY LLC Service code 10 · EIN 37-0980065 | Accounting | $49,200 |
SCHIFF HARDIN LLP5+ years Service code 29 · EIN 36-3184453 | Legal | $47,754 |
Service code 28 · EIN 20-8058531 | Investment Management | $39,638 |
Filed as: STATE STREET REASEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $9,945 |
RIVER AND MERCANTILE LLC1 year Service code 17 · EIN 04-3513306 | Pension Consulting | $7,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 13.66% | 12.86%+0.8pp | 10.03%+3.6pp | 12.86%+0.8pp |
| Employer contribution / active EE | $12,073 | $13,687-11.8% | $38,789-68.9% | $13,687-11.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |