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 LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $1,638,991 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 94-0282125 | Bank Trustee | $966,788 |
Filed as: SANGUS LTD DBA RETIREMENT PLAN Service code 13 · EIN 94-3224310 | Contract Administrator | $586,386 |
TRUCKER HUSS2 years Filed as: TRUCKER-HUSS Service code 29 · EIN 94-3216063 | Legal | $527,933 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $315,774 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $281,768 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $109,217 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAG Service code 28 · EIN 51-0412248 | Investment Management | $79,051 |
Filed as: STEPHEN HORN Service code 22 · EIN 94-3249244 | Insurance Broker | $77,025 |
WTC CTF DIH1 year Filed as: WTC-CIF SECURITIZED Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $69,862 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 9.78% | 5.48%+4.3pp | 9.84%-0.1pp | 9.30%+0.5pp |
| Employer contribution / active EE | $8,109 | $9,127-11.1% | $30,320-73.3% | $12,557-35.4% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |