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 LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $55,000 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $42,103 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $24,373 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METLIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $23,444 |
SUTTON FROST CARY LLP7+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
LINDSELL TRAIN LIMITED1 year Service code 28 · EIN 98-1104976 | Investment Management | $12,167 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $9,021 |
Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $5,062 |
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 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 2.90% | 7.73%-4.8pp | 36.37%-33.5pp | 9.30%-6.4pp |
| Employer contribution / active EE | $2,270,150 | $59,889+3690.6% | $37,223+5998.8% | $43,742+5089.9% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |