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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $212,654 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $124,362 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $87,092 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $8,148 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $7,414 |
THOMPSON HINE5 years Service code 29 · EIN 34-0575300 | Legal | $5,437 |
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.
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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 5.40% | 9.49%-4.1pp | 15.31%-9.9pp | 9.89%-4.5pp |
| Employer contribution / active EE | $51,000 | $12,214+317.6% | $28,686+77.8% | $14,313+256.3% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |