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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $603,714 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 21 · EIN 52-1868818 | Bank Trustee | $448,610 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $347,800 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT I Service code 28 | Investment Management | $47,906 |
BDO USA, LLP3 years Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $46,217 |
SANDERS CAPITAL, LLC1 year Filed as: SANDERS CAPITAL LLC Service code 28 · EIN 27-0705845 | Investment Management | $36,868 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $8,959 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 3.08% | 9.45%-6.4pp | 5.17%-2.1pp | 7.65%-4.6pp |
| Employer contribution / active EE | $24,628 | $14,895+65.3% | $26,422-6.8% | $20,599+19.6% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |