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 LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 200 LIBERTY STREET · NEW YORK, NY 10281 | Actuarial | $801,075 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $270,548 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 12-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $87,312 |
Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 383 MADISON AVENUE · NEW YORK, NY 10179 | Bank Trustee | $59,625 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONAL LLP Service code 10 · EIN 32-0043599 4 WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Accounting | $33,900 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 7.92% | 15.98%-8.1pp | 10.03%-2.1pp | 11.45%-3.5pp |
| Employer contribution / active EE | $7,654 | $21,248-64.0% | $38,789-80.3% | $17,219-55.5% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |