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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $614,003 |
ANGELO GORDON2+ years Service code 28 · EIN 51-0434947 | Investment Management | $143,407 |
CERBERUS2+ years Service code 28 · EIN 58-2672907 | Investment Management | $111,743 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 04-6529678 | Investment advisory (participants); D... | $103,751 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $93,857 |
QUANTUM ENERGY2+ years Service code 21 · EIN 46-5446698 | Bank Trustee | $79,162 |
OCM MEZZ III1 year Filed as: OCM DISTRESSED Service code 21 · EIN 95-4656967 | Bank Trustee | $67,062 |
PIMCO FUNDS1 year Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $58,721 |
FORTRESS2+ years Service code 28 · EIN 27-0354752 | Investment Management | $53,505 |
HIREGENICS2+ years Service code 50 · EIN 80-0631270 | Direct Payment | $52,807 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 4.28% | 5.03%-0.8pp | 18.87%-14.6pp | 7.18%-2.9pp |
| Employer contribution / active EE | $24,541 | $10,273+138.9% | $19,828+23.8% | $13,095+87.4% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |