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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $104,577 |
Filed as: TOWERS WATSON INV. SERVICES, INC. Service code 16 · EIN 52-1868818 | Consulting | $68,238 |
Filed as: STATE STREET GLOBAL ADVISIORS Service code 16 · EIN 81-4017137 | Consulting | $20,415 |
Service code 16 · EIN 53-0181291 | Consulting | $19,395 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,045 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,646 | $105,190+62.2% | $98,907+72.5% | $90,288+89.0% |
| Participation rate | 99.2% | 86.4%+12.8pp | 76.0%+23.2pp | 73.4%+25.8pp |
| Annual return | 12.88% | 18.52%-5.6pp | 196.43%-183.5pp | 53.97%-41.1pp |
| Employer contribution / active EE | $5,729 | $3,831+49.6% | $2,689+113.0% | $2,524+127.0% |
| Participant deferral / active EE | $9,933 | $5,616+76.9% | $4,244+134.0% | $4,232+134.7% |
| Admin fee / account holder | $132 | $97+35.9% | $6,642-98.0% | $114+16.0% |