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 4-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 LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $458,424 |
LEGAL & GENERAL INVESTMENT4+ years Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $328,916 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 17 · EIN 95-2755361 | Pension Consulting | $226,821 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON GROUP HOLDINGS LLP Service code 18 · EIN 04-2755549 | Investment management; Custodial (oth... | $222,153 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-2614959 | Direct payment from the plan; Custodi... | $118,076 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $47,460 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | 3.04% | 7.99%-4.9pp | 9.14%-6.1pp | 8.76%-5.7pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |