See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AIR LIQUIDE USA LLC1 year Service code 10 · EIN 77-0651290 | Accounting | $922,628 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $906,996 |
Service code 28 · EIN 48-1140940 | Investment Management | $486,051 |
THE BANK OF NEW YORK MELLON6+ years Service code 16 · EIN 13-5160382 | Consulting | $456,358 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3321401 | Investment Management | $283,039 |
Filed as: METLIFE INVESTMENT Service code 28 · EIN 82-2405817 | Investment Management | $134,564 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1865818 | Consulting | $129,996 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $111,729 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683224 | Investment Management | $102,885 |
Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $58,917 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 3 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 13.60% | 16.36%-2.8pp | 793.01%-779.4pp | 11.45%+2.2pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |