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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $6,378,401 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 16 · EIN 06-1467923 | Consulting | $1,046,917 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $602,129 |
Service code 36 · EIN 22-3736227 | Direct payment from the plan; Copying... | $385,371 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $223,413 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2550816 | Investment Management | $80,574 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 16 · EIN 13-4008324 | Consulting | $77,671 |
ICE DATA INDICES, LLC1 year Filed as: ICE DATA INDICES Service code 72 · EIN 58-2555670 | Other investment fees and expenses | $9,852 |
BAKER DONELSON8+ years Service code 29 · EIN 62-1047356 | Legal | $8,518 |
Filed as: METLIFE Service code 23 · EIN 13-5581829 | Insurance services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 1.90% | 13.18%-11.3pp | 78.53%-76.6pp | 13.18%-11.3pp |
| Employer contribution / active EE | $5,754 | $8,469-32.1% | $31,628-81.8% | $8,469-32.1% |
| Participant deferral / active EE | $0 | $322-100.0% | $101-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |