Filed March 26, 2024 (most recent of 5 filings on file)
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: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 WILLIS TOWERS WATSON · ARLINGTON, VA 22203 | Actuarial | $550,686 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 P.O. BOX 17215 · BALTIMORE, MD 212971215 | Recordkeeping | $288,060 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 28 · EIN 35-7085469 | Investment Management | $140,138 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $127,196 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $33,790 |
Service code 28 · EIN 13-3200244 | Investment Management | $27,717 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $27,711 |
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.
Employer 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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.92% | 10.00%-7.1pp | 5.17%-2.2pp | 9.30%-6.4pp |
| Employer contribution / active EE | $2,476 | $10,363-76.1% | $26,422-90.6% | $12,557-80.3% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |