Filed August 11, 2023
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $75,222 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $72,020 |
Service code 28 · EIN 26-0058143 | Investment Management | $37,500 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $23,184 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Investment Management | $21,250 |
FIDUCIARYVEST LLC5+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $18,750 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 13.99% | 22.30%-8.3pp | 13.48%+0.5pp | 13.59%+0.4pp |
| Employer contribution / active EE | $90,909 | $18,386+394.4% | $47,067+93.1% | $14,592+523.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |