Filed June 13, 2017
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 LLC7 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $512,993 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $263,656 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 11 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Actuarial | $136,364 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $48,975 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $33,075 |
NOVAK BIRKS, P.C.1 year Filed as: NOVAK BIRKS PC Service code 10 · EIN 43-1122456 | Accounting | $1,850 |
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.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.90% | 3.60%+0.3pp | 4.95%-1.1pp | 8.76%-4.9pp |
| Employer contribution / active EE | $37,462 | $20,793+80.2% | $20,917+79.1% | $16,627+125.3% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |