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 LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $102,273 |
WELLINGTON TRUST COMPANY6+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $57,027 |
WALTER SCOTT & PARTNERS LIMITED6+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $43,938 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Service code 16 · EIN 04-3638035 | Consulting | $40,377 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $35,984 |
INCOME RESEARCH & MANAGEMENT6+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $34,680 |
GENESIS ASSET MANAGERS LLP6+ years Service code 28 · EIN 22-3163872 | Investment Management | $25,828 |
MONDRIAN INVESTMENT GROUP6+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $25,687 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $14,206 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLEY Service code 10 · EIN 45-0250958 | Accounting | $9,950 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 10.79% | 8.23%+2.6pp | 10.03%+0.8pp | 627.08%-616.3pp |
| Employer contribution / active EE | $0 | $13,919-100.0% | $38,789-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |