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 |
|---|---|---|
Filed as: WILLS TOWERS WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $485,517 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 51-0099493 | Direct payment from the plan; Custodi... | $159,093 |
USI CONSULTING GROUP1 year Service code 28 95 GLASTONBURY BLVD, SUITE 102 · GLASTONBURY, CT 060334417 | Investment Management | $6,870 |
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.
Participant contribution per participant 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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 8.84% | 9.45%-0.6pp | 5.17%+3.7pp | 7.65%+1.2pp |
| Employer contribution / active EE | $14,122 | $14,895-5.2% | $26,422-46.6% | $20,599-31.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |