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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $268,375 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $192,335 |
Filed as: BANCO POPULAR Service code 21 · EIN 66-6021523 | Bank Trustee | $185,975 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $63,847 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $47,152 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $25,979 |
BAXTER1 year Filed as: BAXTER INTERNATIONAL INC. Service code 28 · EIN 36-0781620 | Investment Management | $12,397 |
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.
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. $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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | -2.69% | 8.15%-10.8pp | 8.06%-10.8pp | 8.76%-11.4pp |
| Employer contribution / active EE | $44,210 | $60,767-27.2% | $42,627+3.7% | $16,627+165.9% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |