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 9-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 |
|---|---|---|
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTEMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $1,051,704 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 811 LOUISIANA STREET, STE 2200 · HOUSTON, TX 77002 | Actuarial | $276,084 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL, LLP Service code 11 · EIN 75-0786316 | Actuarial | $10,500 |
FULBRIGHT & JAWORSKI1 year Filed as: FULBRIGHT AND JAWORSKI Service code 29 · EIN 74-1201087 | Legal | $6,573 |
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.
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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 13.23% | 14.11%-0.9pp | 14.84%-1.6pp | 15.63%-2.4pp |
| Employer contribution / active EE | $0 | $13,673-100.0% | $37,950-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |