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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $367,692 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $150,869 |
Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $141,901 |
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT US LLC Service code 28 · EIN 68-0635051 | Investment Management | $140,436 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $109,051 |
COMERICA BANK4 years Filed as: COMERICA INCORPORATED Service code 18 · EIN 42-1741646 | Other services; Trustee (bank, trust ... | $87,310 |
BLACKROCK1 year Service code 16 · EIN 94-3112180 | Consulting | $60,000 |
HELEN CLEVELAND PC6+ years Service code 29 · EIN 11-3672269 | Legal | $43,563 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $30,700 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 16.27% | 13.15%+3.1pp | -2.84%+19.1pp | 11.45%+4.8pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |