See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $598,837 |
K&L GATES7+ years Service code 29 · EIN 25-0921018 | Legal | $93,962 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS (SSGA) Service code 18 · EIN 81-4017137 | Float revenue; Other fees; Custodial ... | $61,394 |
WHITLEY PENN LLP7+ years Service code 10 · EIN 75-2393478 | Accounting | $27,695 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $13,545 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER AND MERCANTILE Service code 16 · EIN 04-3513306 | Consulting | $10,000 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 28 · EIN 52-1883918 | Investment Management | $5,086 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | -5.21% | 7.73%-12.9pp | 36.37%-41.6pp | 9.30%-14.5pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,742-100.0% |
| 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% |