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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $165,982 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 04-3638035 | Advisory (Plan) | $120,558 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 38-3766431 | Investment Management | $68,819 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $63,738 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $55,992 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $37,528 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $34,721 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 21 · EIN 95-3571558 | Bank Trustee | $27,873 |
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $26,455 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $24,497 |
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.
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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 4.32% | 5.61%-1.3pp | 3.99%+0.3pp | 11.88%-7.6pp |
| Employer contribution / active EE | $5,917 | $20,606-71.3% | $38,279-84.5% | $14,612-59.5% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |