See peer percentile detail. $4.99 for your first month.
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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 | $96,278 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $81,300 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,010 |
Filed as: REINHART BOERNER VAN Service code 29 · EIN 39-1126909 | Legal | $12,606 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIAMS, WILLIS & ASSOCIATES, PC Service code 10 · EIN 45-2014170 | Accounting | $9,900 |
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 | $217,693 | $52,670+313.3% | $90,404+140.8% | $73,409+196.5% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.7%+11.8pp | 72.2%+12.3pp |
| Annual return | 16.18% | 20.70%-4.5pp | 1293.02%-1276.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,735 | $1,872+46.1% | $3,262-16.2% | $2,234+22.4% |
| Participant deferral / active EE | $7,531 | $2,807+168.3% | $3,963+90.0% | $3,805+97.9% |
| Admin fee / account holder | $231 | $117+97.8% | $5,611-95.9% | $158+46.3% |