Filed January 18, 2022 (most recent of 7 filings on file)
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $517,002 |
US BANK9 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $122,295 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 58-0511774 | Legal | $75,014 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWER WATSON INVESTMENT SERVICES Service code 13 · EIN 53-0181291 | Contract Administrator | $41,360 |
SMITH & HOWARD, PC10+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $20,000 |
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.
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.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.27% | 7.99%-7.7pp | 9.14%-8.9pp | 8.76%-8.5pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,544-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |