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 10-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $82,808 |
THE BANK OF NEW YORK MELLON6 years Filed as: U.S. BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $22,486 |
WEINSTEIN ZUGMAN, LLC6 years Filed as: WEINSTEIN SPIRA AND CO., P.C. Service code 10 · EIN 74-2181616 | Accounting | $18,500 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $5,355 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | -10.39% | 10.29%-20.7pp | 8.55%-18.9pp | 22.81%-33.2pp |
| Employer contribution / active EE | $1,247 | $15,716-92.1% | $37,109-96.6% | $18,290-93.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |