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 16 · EIN 53-0181291 | Consulting | $398,657 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-1081291 | Consulting | $37,976 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $30,146 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $17,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,234,898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,035 | $73,283-49.5% | $155,509-76.2% | $106,382-65.2% |
| Participation rate | 88.7% | 73.3%+15.4pp | 78.2%+10.5pp | 69.9%+18.8pp |
| Annual return | 14.26% | 15.77%-1.5pp | 64.67%-50.4pp | 17.37%-3.1pp |
| Employer contribution / active EE | $3,730 | $2,247+65.9% | $4,672-20.2% | $3,364+10.9% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $17 | $56-69.3% | $15,912-99.9% | $79-78.3% |