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 | $608,494 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $93,395 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $89,881 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,476 |
VERRILL DANA LLP2 years Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $35,915 |
ASCENSUS LLC6 years Filed as: ADMIN PARTNERS LLC Service code 49 · EIN 26-3310639 | Other Services | $7,352 |
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 | $69,826 | $68,330+2.2% | $149,673-53.3% | $96,393-27.6% |
| Participation rate | 96.9% | 74.6%+22.3pp | 78.8%+18.2pp | 71.3%+25.7pp |
| Annual return | 17.23% | 29.64%-12.4pp | 134.42%-117.2pp | 22.88%-5.6pp |
| Employer contribution / active EE | $3,578 | $2,139+67.3% | $4,818-25.7% | $3,238+10.5% |
| Participant deferral / active EE | $5,360 | $4,422+21.2% | $5,680-5.6% | $5,455-1.7% |
| Admin fee / account holder | $52 | $52-0.6% | $13,210-99.6% | $74-30.1% |