See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $200,907 |
MERCER5 years Filed as: MERCER (US), INC. Service code 28 · EIN 13-2834414 | Investment Management | $39,798 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 28 · EIN 13-3640151 | Investment Management | $28,462 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $15,512 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $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 | -4.54% | 9.45%-14.0pp | 5.17%-9.7pp | 7.65%-12.2pp |
| Employer contribution / active EE | $32,172 | $14,895+116.0% | $26,422+21.8% | $20,599+56.2% |
| 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% |