Filed August 8, 2023 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON, DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,230,338 |
Filed as: METLIFE INC Service code 28 · EIN 13-4075851 | Investment Management | $282,165 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $100,217 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $94,355 |
MERCER9 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $10,652 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 6.13% | 9.57%-3.4pp | 8.80%-2.7pp | 9.57%-3.4pp |
| Employer contribution / active EE | $655 | $8,891-92.6% | $29,429-97.8% | $8,891-92.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $58-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |