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 LLC3+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 23-1159360 | Actuarial | $489,296 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $485,508 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $71,181 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $44,482 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $33,353 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | 7.71% | -3.37%+11.1pp | -61.72%+69.4pp | 0.19%+7.5pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $20,306 | $10,776+88.4% | $135+14944.1% | $804+2427.1% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |