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 7-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 LLC6 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $74,119 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $40,739 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 65 E. STATE STREET · COLUMBUS, OH 432156102 | Accounting | $16,005 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATE Service code 21 · EIN 31-0841368 | Bank Trustee | $10,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 9.35% | 9.01%+0.3pp | 7.18%+2.2pp | 8.23%+1.1pp |
| Employer contribution / active EE | $17,414 | $12,511+39.2% | $35,855-51.4% | $13,859+25.7% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |