See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $75,758 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,586 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $11,197 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 · EIN 43-1451524 | Pension Consulting | $7,866 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 15.23% | 9.67%+5.6pp | 7.70%+7.5pp | 22.81%-7.6pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,478-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |