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 3-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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $277,512 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $88,409 |
Service code 49 · EIN 23-3064219 | Other Services | $76,112 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $7,565 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $6,454 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | 0.00% | 17.17%-17.2pp | 179.55%-179.6pp | 23.41%-23.4pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $9,985 | $1,827+446.6% | $463+2058.4% | $1,474+577.4% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |