Filed April 29, 2016 (most recent of 6 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 8-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 LLC2 years Service code 27 · EIN 53-0181291 | Advisory (Plan) | $553,637 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,352 |
ARMANINO LLP2 years Service code 13 · EIN 94-6214841 | Contract Administrator | $28,560 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVT MGT AMERICA Service code 27 · EIN 20-8058531 | Advisory (Plan) | $23,860 |
HAYNES AND BOONE, LLP2 years Filed as: HAYNES & BOONES LLP Service code 29 · EIN 75-1312888 | Legal | $21,474 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN CORE BOND FUND Service code 27 · EIN 13-4994650 | Advisory (Plan) | $21,406 |
RUDD & WISDOM, INC.2 years Filed as: RUDD AND WISDOM INC Service code 11 · EIN 74-1896655 | Actuarial | $1,258 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | 0.53% | 10.03%-9.5pp | 9.84%-9.3pp | 13.05%-12.5pp |
| Employer contribution / active EE | $0 | $31,905-100.0% | $30,320-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |