Filed February 13, 2019
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 LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,006,224 |
MMA SECURITIES LLC2+ years Filed as: MARSH Service code 23 · EIN 36-1436000 | Insurance services | $74,325 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $58,110 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $36,000 |
MORGAN LEWIS2+ years Service code 29 · EIN 23-0891050 | Legal | $29,164 |
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.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 9.27% | 6.04%+3.2pp | 5.44%+3.8pp | 9.19%+0.1pp |
| Employer contribution / active EE | $23,223 | $12,925+79.7% | $25,481-8.9% | $12,608+84.2% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |