Filed June 16, 2026
Total covered: 3,302 employees
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 6-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 Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,405,951 |
MERCER2 years Service code 28 · EIN 12-2834414 | Investment Management | $544,644 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $89,709 |
CROWE LLP6+ years Service code 10 · EIN 35-0921680 | Accounting | $32,471 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -1.14% | 7.96%-9.1pp | 5.16%-6.3pp | 8.76%-9.9pp |
| Employer contribution / active EE | $78,891 | $15,125+421.6% | $26,442+198.4% | $16,640+374.1% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |