Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $194,347 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 42-1466678 | Float revenue; Investment management ... | $118,874 |
KILTEARN PARTNERS LLP6 years Service code 28 · EIN 27-4585908 | Investment Management | $86,209 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $68,915 |
USI CONSULTING GROUP2 years Service code 16 · EIN 34-1213174 | Consulting | $17,034 |
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 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 4.65% | 7.01%-2.4pp | 9.84%-5.2pp | 7.65%-3.0pp |
| Employer contribution / active EE | $0 | $15,137-100.0% | $30,320-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |