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 |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC4+ years Service code 16 · EIN 04-3638035 | Consulting | $108,622 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $84,712 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $81,654 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $74,090 |
Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $73,590 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $39,934 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $39,246 |
GENESIS ASSET MANAGERS LLP4+ years Filed as: GENESIS GROUP TRUST Service code 28 · EIN 22-3163872 | Investment Management | $31,174 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $22,946 |
Service code 28 · EIN 61-1553761 | Investment Management | $22,289 |
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 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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -4.72% | -3.22%-1.5pp | -2.99%-1.7pp | -0.69%-4.0pp |
| Employer contribution / active EE | $15,577 | $32,178-51.6% | $41,623-62.6% | $16,786-7.2% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |