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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 17 3333 RIVERWOOD PARKWAY · ATLANTA, GA 30339 | Pension Consulting | $84,000 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $46,010 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $28,651 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $22,511 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -18.06% | -11.17%-6.9pp | -10.68%-7.4pp | -14.65%-3.4pp |
| Employer contribution / active EE | $13,000 | $55,905-76.7% | $48,995-73.5% | $46,320-71.9% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,631-100.0% |