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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $188,179 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $142,349 |
THOMPSON HINE3 years Service code 29 · EIN 34-0575300 | Legal | $14,025 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $13,823 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $13,204 |
BLACKROCK1 year Filed as: BLACKROCK INS TRUST CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $8,882 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA TRUST COMPANY Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $308 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 11.53% | 8.66%+2.9pp | 36.37%-24.8pp | 11.84%-0.3pp |
| Employer contribution / active EE | $818 | $10,755-92.4% | $37,223-97.8% | $17,339-95.3% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |