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 INVESTMENT SERVICES Service code 21 · EIN 52-1868818 | Bank Trustee | $205,876 |
Service code 11 · EIN 53-0181291 | Actuarial | $180,901 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $152,529 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,391 |
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.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 19.63% | 221.56%-201.9pp | 29.77%-10.1pp | 53.27%-33.6pp |
| Employer contribution / active EE | $15,895 | $12,096+31.4% | $33,607-52.7% | $14,774+7.6% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |