See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 41-2003732 | Actuarial | $109,637 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $70,666 |
Filed as: GRANTHAM, MAYO VAN OTTERLOO & CO Service code 28 · EIN 04-2691242 | Investment Management | $67,417 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRAIN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $53,631 |
ORLEANS CAPITAL MANAGEMENT1+ years Service code 28 · EIN 72-1193530 | Investment Management | $45,113 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $42,297 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $32,206 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES LLC LIMTED Service code 11 · EIN 36-2235791 | Actuarial | $24,973 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $21,800 |
FID INV INST OPS CO1+ years Service code 21 · EIN 04-2647786 | Bank Trustee | $10,285 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -4.26% | -1.64%-2.6pp | 16.23%-20.5pp | -0.60%-3.7pp |
| Employer contribution / active EE | $8,036 | $19,166-58.1% | $17,605-54.4% | $12,272-34.5% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |