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 LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $3,391,973 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,464,548 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,266,733 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $1,152,407 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $1,118,082 |
WASATCH ADVISORS1+ years Service code 28 · EIN 87-0319391 | Investment Management | $1,019,487 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEW SOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $687,065 |
THE TRUST COMPANY OF TENNESSEE1+ years Filed as: TRUST COMPANY OF THE WEST Service code 21 · EIN 95-2749628 | Bank Trustee | $492,845 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 98-0425770 | Investment Management | $469,098 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 21 · EIN 65-0080824 | Bank Trustee | $339,861 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $186,087-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -7.86% | 3.11%-11.0pp | -2.13%-5.7pp | 3.11%-11.0pp |
| Employer contribution / active EE | $15,245 | $9,361+62.9% | $34,127-55.3% | $9,361+62.9% |
| Participant deferral / active EE | $1 | $375-99.8% | $131-99.5% | $375-99.8% |
| Admin fee / account holder | $0 | $0 | $941-100.0% | - |