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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON U.S. LLC Service code 16 · EIN 53-0181291 | Consulting | $34,443 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 16 250 MUNOZ RIVERA AVENUE, 10TH FLOOR · SAN JUAN, PR 00918 | Consulting | $8,345 |
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.
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 | $503,327-100.0% | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | - |
| Annual return | -11.42% | 55.68%-67.1pp | -5.16%-6.3pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,020-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $2,852-100.0% | - |