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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $2,226,948 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,349,522 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $678,273 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-8091050 | Legal | $188,148 |
US BANK2 years Filed as: US BANK ASSET MANAGEMENT LLC Service code 27 · EIN 31-0841368 | Advisory (Plan) | $140,136 |
Filed as: DELAWARE CHARTER DBA PRINCIPALTRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $88,088 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $81,994 |
BIRCH RUN INVESTMENTS, LLC5 years Service code 28 · EIN 81-4642617 | Investment Management | $73,583 |
Filed as: BARKSDALE INVESTMENT MANAGEMENT Service code 28 · EIN 62-1217255 | Investment Management | $35,027 |
THE HAVERFORD TRUST COMPANY4 years Service code 28 · EIN 23-2329854 | Investment Management | $30,771 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.33% | 8.48%+0.8pp | 37.43%-28.1pp | 9.22%+0.1pp |
| Employer contribution / active EE | $0 | $8,226-100.0% | $38,058-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |