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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,427 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $26,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,654 | $2,679,533-99.2% | $164,813-86.9% | $199,593-89.2% |
| Participation rate | 68.4% | 78.3%-9.9pp | 78.6%-10.2pp | 72.0%-3.5pp |
| Annual return | 33.11% | 17.93%+15.2pp | 69.93%-36.8pp | 34.25%-1.1pp |
| Employer contribution / active EE | $1,063 | $2,970-64.2% | $4,341-75.5% | $3,034-65.0% |
| Participant deferral / active EE | $1,338 | $5,010-73.3% | $6,031-77.8% | $5,087-73.7% |
| Admin fee / account holder | $38 | $1,982-98.1% | $12,690-99.7% | $269-85.7% |