Filed January 6, 2025 (most recent of 2 filings on file)
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 11 · EIN 53-0181291 | Actuarial | $705,031 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 82-6695738 | Investment Management | $254,890 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $193,019 |
Filed as: LEGL & GENRL INV MGMT AMERICA, INC. Service code 28 · EIN 20-8058531 | Investment Management | $172,529 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $95,065 |
FEDERAL EXPRESS CORPORATION1 year Service code 38 · EIN 71-0427007 | Participant Communication | $11,124 |
Filed as: STATE STREET GLBL ADVISORS TRUST CO Service code 18 · EIN 81-4017137 | Investment management; Custodial (oth... | $7,322 |
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.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 8.77% | 13.15%-4.4pp | -2.84%+11.6pp | 11.45%-2.7pp |
| Employer contribution / active EE | $11,103 | $23,714-53.2% | $33,329-66.7% | $17,219-35.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |