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 |
|---|---|---|
SEI INVESTMENTS10+ years Service code 28 · EIN 04-2452803 | Investment Management | $1,697,604 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $859,178 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $342,446 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $185,885 |
Filed as: SHANNON ASSOCIATES Service code 10 · EIN 73-1641565 | Accounting | $10,250 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 8.25% | 8.43%-0.2pp | 52.39%-44.1pp | 10.71%-2.5pp |
| Employer contribution / active EE | $0 | $8,563-100.0% | $23,486-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |