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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $4,463,065 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $754,358 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $623,853 |
WALTER SCOTT & PARTNERS LIMITED8+ years Service code 28 · EIN 98-0465834 | Investment Management | $463,976 |
BAILLIE GIFFORD OVERSEAS LTD8+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $405,166 |
PZENA INVESTMENT MANAGEMENT5 years Service code 28 · EIN 13-3860154 | Investment Management | $359,892 |
Filed as: POLARIS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 74-3243565 | Investment Management | $312,353 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON INVEST SVCS Service code 27 · EIN 52-1868818 | Advisory (Plan) | $263,129 |
Filed as: GENESIS INVESTMENT MANAGEMENT Service code 28 · EIN 22-3163872 | Investment Management | $194,135 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 20-5853753 | Investment Management | $185,263 |
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.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -19.53% | 23.41%-42.9pp | -10.68%-8.9pp | 23.41%-42.9pp |
| Employer contribution / active EE | $24 | $12,650-99.8% | $48,995-100.0% | $12,650-99.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |