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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $849,757 |
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $244,076 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $109,337 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $106,329 |
CALLAN LLC8+ years Filed as: CALLAN ASSOCIATES Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $23,938 |
STEPSTONE GROUP LP1 year Service code 16 · EIN 33-1156466 | Consulting | $16,541 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $15,518 |
CHIPTON-ROSS3 years Filed as: CHIPTON-ROSS INC. Service code 13 · EIN 39-1341435 | Contract Administrator | $11,959 |
ROPES & GRAY LLP5 years Service code 29 · EIN 04-2233412 | Legal | $11,511 |
BLOOMBERG FINANCE LP8+ years Filed as: BLOOMBERG Service code 49 731 LEXINGTON AVENUE · NEW YORK, NY 10022 | Other Services | $5,386 |
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.
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -16.78% | 87.23%-104.0pp | -5.16%-11.6pp | 23.41%-40.2pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |