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 LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,442,887 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $505,645 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $312,015 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS LP Service code 16 · EIN 20-8262386 | Consulting | $311,279 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $242,185 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $237,837 |
THE BANK OF NEW YORK MELLON1+ years Service code 16 · EIN 13-5160382 | Consulting | $189,353 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET Service code 16 · EIN 25-1890416 | Consulting | $188,787 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $48,958 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $38,521 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -3.46% | 0.61%-4.1pp | -2.90%-0.6pp | 1.67%-5.1pp |
| Employer contribution / active EE | $8,977 | $9,133-1.7% | $27,990-67.9% | $10,506-14.6% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |