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 LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $48,200 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $36,667 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 12 · EIN 31-0841368 | Direct payment from the plan; Claims ... | $31,698 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $25,760 |
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $13,711 |
Service code 28 · EIN 75-1630300 | Investment Management | $8,170 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.4%-47.4pp |
| Annual return | 14.16% | 10.98%+3.2pp | 18.06%-3.9pp | 12.16%+2.0pp |
| Employer contribution / active EE | $938,607 | $48,856+1821.2% | $30,411+2986.4% | $44,746+1997.7% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |