See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $296,057 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $219,004 |
HUMANA INSURANCE COMPANY4 years Filed as: HUMANA Service code 23 · EIN 39-1263473 | Direct payment from the plan; Insuran... | $123,574 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $76,410 |
CLIFTONLARSONALLEN LLP6 years Service code 21 · EIN 41-0746749 | Bank Trustee | $8,650 |
DELTA DENTAL7 years Service code 12 · EIN 38-1791480 | Direct payment from the plan; Contrac... | $4,820 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 1.74% | 7.00%-5.3pp | 4.95%-3.2pp | 8.23%-6.5pp |
| Employer contribution / active EE | $2,667 | $13,750-80.6% | $20,917-87.3% | $13,859-80.8% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |