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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $370,964 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $210,138 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: SMITH, GAMBRELL, & RUSSELL LLP Service code 29 1150 WEST PEACHTREE ST NE · ATLANTA, GA 30309 | Legal | $46,201 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $43,975 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FUNDS Service code 28 430 W 7TH ST STE 219971 · KANSAS CITY, MO 641051407 | Investment Management | $35,693 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: GRANITE INVESTMENT PARTNERS, LLC Service code 28 2321 ROSECRANS AVENUE, SUITE 4200 · EL SEGUNDO, CA 90245 | Investment Management | $19,030 |
Filed as: SCHRODER INVESTMENT MGT NA INC. Service code 28 7 BRYANT PARK · NEW YORK, NY 100183706 | Investment Management | $15,324 |
ALLSPRING1 year Filed as: ALLSPRING FUNDS Service code 28 801 PENNSYLVANIA AVE, · KANSAS CITY, MO 641051307 | Investment Management | $14,900 |
LOOMIS SAYLES2+ years Service code 28 101 SECOND STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Investment Management | $10,914 |
COLUMBIA1 year Filed as: COLUMBIA MGT INVST SERVICES CORP Service code 28 801 PENNSYLVANIA AVE · KANSAS CITY, MO 641051307 | Investment Management | $10,841 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 8.21% | 10.71%-2.5pp | 8.40%-0.2pp | 10.71%-2.5pp |
| Employer contribution / active EE | $11,115 | $14,986-25.8% | $39,312-71.7% | $14,986-25.8% |
| Participant deferral / active EE | $3,220 | $1,686+90.9% | $131+2354.3% | $1,686+90.9% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |