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 LLC10+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $77,888 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $71,600 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $32,000 |
MONTICELLO ASSOCIATES10+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $25,395 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-3226461 | Investment Management | $17,762 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 10 · EIN 34-0797057 | Accounting | $5,657 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 6.13% | 9.82%-3.7pp | 9.79%-3.7pp | 9.82%-3.7pp |
| Employer contribution / active EE | $186,622 | $13,587+1273.6% | $40,174+364.5% | $13,587+1273.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |