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 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $175,444 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $157,028 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $64,910 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Service code 28 · EIN 75-2403190 | Investment Management | $42,646 |
FIONDELLA, MILONE & LASARACINA LLP10+ years Service code 11 · EIN 06-1648707 | Actuarial | $41,164 |
HARDING LOEVNER LP10+ years Service code 28 · EIN 27-0684167 | Investment Management | $39,990 |
LSV ASSET MANAGEMENT8 years Service code 28 · EIN 23-2772200 | Investment Management | $37,165 |
DODGE & COX9 years Service code 28 · EIN 94-1441976 | Investment Management | $35,778 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $24,388 |
Filed as: ROCATON Service code 16 20 GLOVER AVE · NORWALK, CT 06850 | Consulting | $22,895 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.11% | 7.96%-6.8pp | 5.17%-4.1pp | 8.76%-7.6pp |
| Employer contribution / active EE | $4,509 | $15,125-70.2% | $26,422-82.9% | $16,627-72.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |