Filed September 21, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-1348145 | Consulting | $866,917 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $474,575 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 27 · EIN 04-2647786 | Advisory (Plan) | $169,022 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $36,029 |
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,274 | $73,283+36.8% | $155,509-35.5% | $106,382-5.7% |
| Participation rate | 72.0% | 73.3%-1.3pp | 78.2%-6.2pp | 69.9%+2.1pp |
| Annual return | 16.53% | 15.77%+0.8pp | 64.67%-48.1pp | 17.37%-0.8pp |
| Employer contribution / active EE | $2,378 | $2,247+5.8% | $4,672-49.1% | $3,364-29.3% |
| Participant deferral / active EE | $3,734 | $4,580-18.5% | $5,626-33.6% | $5,569-32.9% |
| Admin fee / account holder | $97 | $56+72.7% | $15,912-99.4% | $79+22.3% |