Filed February 20, 2018 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $671,190 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,789 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $96,197 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $59,303 |
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 | $82,630 | $73,283+12.8% | $155,509-46.9% | $106,382-22.3% |
| Participation rate | 95.0% | 73.3%+21.7pp | 78.2%+16.8pp | 69.9%+25.1pp |
| Annual return | 18.20% | 15.77%+2.4pp | 64.67%-46.5pp | 17.37%+0.8pp |
| Employer contribution / active EE | $3,783 | $2,247+68.3% | $4,672-19.0% | $3,364+12.5% |
| Participant deferral / active EE | $5,533 | $4,580+20.8% | $5,626-1.7% | $5,569-0.6% |
| Admin fee / account holder | $55 | $56-2.8% | $15,912-99.7% | $79-31.2% |