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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156,681 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 27 · EIN 53-0181291 | Advisory (Plan) | $69,685 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,454 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 | Legal | $6,275 |
Form 5500 reported that benefits due were not provided when due.
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 | $165,746 | $37,884+337.5% | $79,464+108.6% | $75,289+120.1% |
| Participation rate | 86.3% | 65.0%+21.3pp | 73.3%+13.0pp | 72.4%+13.9pp |
| Annual return | -4.05% | 1.06%-5.1pp | 718.14%-722.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $2,828 | $1,680+68.3% | $2,800+1.0% | $2,405+17.6% |
| Participant deferral / active EE | $7,516 | $2,569+192.6% | $3,704+102.9% | $3,739+101.0% |
| Admin fee / account holder | $234 | $77+205.9% | $5,113-95.4% | $102+128.9% |