Filed July 6, 2022 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $75,485 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $66,592 |
LEGAL & GENERAL INVESTMENT10+ years Service code 28 · EIN 20-8058531 71 S. WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $15,559 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 | Securities Custodian | $11,350 |
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.
Employer contribution per participant 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 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 8.88% | 8.40%+0.5pp | 8.80%+0.1pp | 9.14%-0.3pp |
| Employer contribution / active EE | $4,180 | $16,322-74.4% | $29,429-85.8% | $19,963-79.1% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |