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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS3 years Service code 28 · EIN 20-4668732 | Investment Management | $127,286 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $5,825 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$590,238 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,277 | $66,513-56.0% | $178,490-83.6% | $106,222-72.4% |
| Participation rate | 83.6% | 73.8%+9.9pp | 81.9%+1.7pp | 70.8%+12.8pp |
| Annual return | 18.63% | 21.81%-3.2pp | 151.07%-132.4pp | 21.69%-3.1pp |
| Employer contribution / active EE | $2,975 | $1,776+67.5% | $5,011-40.6% | $2,723+9.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $8 | $53-85.2% | $13,984-99.9% | $78-89.9% |