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: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $407,384 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 13-3806691 | Bank Trustee | $266,472 |
PRIME, BUCHHOLZ & ASSOCIATES4+ years Service code 21 · EIN 02-0426421 | Bank Trustee | $167,944 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 | Advisory (Participants) | $80,401 |
SANDERSON ASSET MANAGEMENT4+ years Service code 21 · EIN 13-4169008 | Bank Trustee | $33,738 |
WISS & COMPANY, LLP4+ years Service code 10 · EIN 22-1732349 | Accounting | $21,500 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 21 · EIN 39-1346018 | Bank Trustee | $18,358 |
STATE STREET GLOBAL ADVISORS4+ years Service code 21 · EIN 04-1867445 | Bank Trustee | $10,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -7.53% | -2.48%-5.0pp | -102.03%+94.5pp | 0.19%-7.7pp |
| Employer contribution / active EE | $16,815 | $7,648+119.9% | $36,229-53.6% | $13,763+22.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |