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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $2,301,251 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $1,962,345 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $1,411,108 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $1,312,991 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,200,579 |
WASATCH ADVISORS2+ years Service code 28 · EIN 87-0319391 | Investment Management | $857,997 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $644,905 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 98-0425770 | Investment Management | $455,086 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: NEW SOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $372,704 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 21 · EIN 65-0080824 | Bank Trustee | $348,548 |
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.
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 | $57,821-100.0% | $18,392,177-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 37.5%-37.5pp | 5.5%-5.5pp |
| Annual return | -0.54% | 5.86%-6.4pp | 3.99%-4.5pp | 5.86%-6.4pp |
| Employer contribution / active EE | $4,869 | $10,137-52.0% | $38,279-87.3% | $10,137-52.0% |
| Participant deferral / active EE | $0 | $492-99.9% | $386-99.9% | $492-99.9% |
| Admin fee / account holder | $0 | $387-100.0% | $140,034-100.0% | $387-100.0% |