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 LLC7 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $116,807 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $33,973 |
Service code 16 · EIN 52-0181291 | Consulting | $18,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$929,678 |
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 | $27,471 | $83,057-66.9% | $143,757-80.9% | $89,394-69.3% |
| Participation rate | 83.3% | 74.0%+9.3pp | 80.3%+3.0pp | 71.3%+12.0pp |
| Annual return | -16.80% | -13.97%-2.8pp | -0.04%-16.8pp | -11.89%-4.9pp |
| Employer contribution / active EE | $3,344 | $2,095+59.6% | $4,951-32.5% | $3,022+10.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $8 | $83-90.6% | $14,673-99.9% | $79-90.2% |