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 CONSULTING6 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $170,566 |
COMERICA BANK6 years Filed as: COMERICA INCORPORATED Service code 18 · EIN 42-1741646 | Custodial (securities); Shareholder s... | $159,528 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $111,525 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $69,445 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $39,300 |
Filed as: CLEVELAND GILBREATH LLC Service code 29 1266 WEST PACES FERRY ROAD, NO. 590 · ATLANTA, GA 30327 | Legal | $25,311 |
IR&M2 years Service code 21 · EIN 37-6567224 | Bank Trustee | $10,284 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $9,954 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -22.20% | 1.88%-24.1pp | -5.16%-17.0pp | 2.77%-25.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |