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 | $374,782 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 30-0282430 | Investment Management | $265,686 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 21 ONE LINCOLN STREET · BOSTON, MA 02110 | Bank Trustee | $111,687 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON AND BIRD LLP Service code 29 · EIN 58-0137615 | Legal | $63,579 |
HORNE LLP2+ years Service code 10 · EIN 20-1941244 | Accounting | $16,838 |
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.63% | 17.94%-10.3pp | 5.44%+2.2pp | 7.18%+0.4pp |
| Employer contribution / active EE | $24,038 | $12,263+96.0% | $25,481-5.7% | $13,095+83.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |