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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $78,514 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $40,750 |
WEINSTEIN ZUGMAN, LLC3 years Filed as: WEINSTEIN SPIRA AND CO., P.C. Service code 10 · EIN 74-2181616 | Accounting | $15,500 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,198 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $5,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | -10.48% | 10.09%-20.6pp | 174.94%-185.4pp | 627.08%-637.6pp |
| Employer contribution / active EE | $513 | $12,251-95.8% | $38,590-98.7% | $18,824-97.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |