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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 11 · EIN 53-0181291 | Actuarial | $1,130,831 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $152,058 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $142,030 |
BLACKROCK7 years Service code 21 · EIN 45-3856224 | Bank Trustee | $57,143 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $34,874 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $8,900 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -15.99% | -15.55%-0.4pp | -5.16%-10.8pp | 39.77%-55.8pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |