Filed July 13, 2020
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 5-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 Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $742,292 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $375,392 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $182,845 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $97,169 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $34,685 |
LOOMIS SAYLES4 years Filed as: THE LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $9,894 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 5.10% | 9.22%-4.1pp | 8.80%-3.7pp | 9.22%-4.1pp |
| Employer contribution / active EE | $7,329 | $13,567-46.0% | $29,429-75.1% | $13,567-46.0% |
| Participant deferral / active EE | $31 | $575-94.7% | $58-47.4% | $575-94.7% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |