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: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $885,029 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $283,567 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER BROWN MACAULAY & SHEERIN PC Service code 29 100 FOXBORO BLVD. · FOXBORO, MA 02035 | Legal | $42,180 |
Filed as: PRINCIPAL TRUST COMPANY Service code 25 · EIN 51-0099493 | Directed Trustee | $40,531 |
CARON & BLETZER, PLLC8 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $27,800 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 4.57% | 7.99%-3.4pp | 9.14%-4.6pp | 8.76%-4.2pp |
| Employer contribution / active EE | $12,751 | $10,583+20.5% | $40,544-68.6% | $16,627-23.3% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |