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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $13,426,532 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $6,470,853 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS (US) LLC Service code 28 | Investment Management | $5,078,397 |
NISA INVESTMENT ADVISORS, LLC11+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $4,392,119 |
ALLSPRING1 year Filed as: ALLSPRING INTERMEDIATE II LLC Service code 28 · EIN 86-3510848 | Investment Management | $3,688,053 |
NORTHERN TRUST COMPANY11+ years Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $3,352,787 |
IBM11+ years Service code 15 · EIN 13-0871985 | Recordkeeping | $2,734,953 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,257,642 |
Filed as: VOYA INVESTMENT MANAGEMENT CO Service code 13 · EIN 02-0488491 | Contract Administrator | $1,447,105 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 47-1167553 | Investment Mgmt Fees | $1,317,388 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 8 reportable transactions. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 11.13% | 9.57%+1.6pp | 8.40%+2.7pp | 9.57%+1.6pp |
| Employer contribution / active EE | $0 | $8,891-100.0% | $39,312-100.0% | $8,891-100.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $131-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |