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 CONSULTING7 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $262,346 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $118,352 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $73,446 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $49,950 |
Filed as: CLEVELAND GILBREATH LLC Service code 29 1266 WEST PACES FERRY ROAD, NO. 590 · ATLANTA, GA 30327 | Legal | $19,617 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $19,259 |
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 3 reportable transactions 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.
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.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 2.52% | 7.97%-5.5pp | 7.70%-5.2pp | 37.74%-35.2pp |
| Employer contribution / active EE | $0 | $15,841-100.0% | $28,478-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |