Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 188 employees
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 4-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 37 · EIN 04-2647786 | Loan Processing | $214,718 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $35,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,882 | $115,744+61.5% | $100,391+86.2% | $199,593-6.4% |
| Participation rate | 97.4% | 85.7%+11.8pp | 81.5%+16.0pp | 72.0%+25.5pp |
| Annual return | 60.52% | 17.79%+42.7pp | 49.20%+11.3pp | 34.25%+26.3pp |
| Employer contribution / active EE | $3,144 | $3,657-14.0% | $3,942-20.2% | $3,034+3.6% |
| Participant deferral / active EE | $11,499 | $9,844+16.8% | $8,082+42.3% | $5,087+126.0% |
| Admin fee / account holder | $63 | $93-31.9% | $7,899-99.2% | $269-76.5% |