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 |
|---|---|---|
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $864,730 |
WILLIS TOWERS WATSON US LLC8 years Service code 11 · EIN 53-0181291 | Actuarial | $589,673 |
Filed as: LUTHER KING CAPITAL MGMT. CORP. Service code 28 · EIN 75-1630300 | Investment Management | $146,269 |
WHITLEY PENN LLP3 years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $39,000 |
BLACKROCK5 years Service code 28 · EIN 94-3112180 | Investment Management | $36,352 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $36,043 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $26,717 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.31% | 9.27%0pp | 37.43%-28.1pp | 10.71%-1.4pp |
| Employer contribution / active EE | $32,051 | $14,139+126.7% | $38,058-15.8% | $14,986+113.9% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |