Filed February 16, 2018
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 53-0181291 | Actuarial | $102,787 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $5,000 |
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.
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 5.57% | 11.50%-5.9pp | 337.46%-331.9pp | 23.90%-18.3pp |
| Employer contribution / active EE | $3,755 | $12,608-70.2% | $20,191-81.4% | $16,539-77.3% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |