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 3-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $69,290 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $43,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,236 | $66,098-5.8% | $101,794-38.9% | $74,304-16.2% |
| Participation rate | 86.4% | 53.8%+32.7pp | 69.2%+17.3pp | 60.3%+26.1pp |
| Annual return | 19.85% | 19.59%+0.3pp | 30.53%-10.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $5,941 | $1,082+449.3% | $2,289+159.6% | $2,241+165.1% |
| Participant deferral / active EE | $11,771 | $2,781+323.2% | $4,084+188.2% | $3,767+212.4% |
| Admin fee / account holder | $300 | $4,146-92.8% | $8,777-96.6% | $2,969-89.9% |