Filed March 17, 2022 (most recent of 7 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INV INST'L OP CO, LLC Service code 13 · EIN 04-3532603 | Contract Administrator | $224,089 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $149,300 |
THE BOEING CO AND CONSOLIDATED SUBS10+ years Service code 10 · EIN 91-0425694 | Accounting | $66,143 |
DELOITTE & TOUCHE LLP6 years Service code 10 · EIN 13-3891517 | Accounting | $39,322 |
FOLEY & LARDNER LLP9 years Service code 29 · EIN 39-0473800 | Legal | $27,573 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.89% | 7.96%-6.1pp | 5.16%-3.3pp | 8.76%-6.9pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,442-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |