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 |
|---|---|---|
XEROX CORPORATION3+ years Service code 65 · EIN 16-0468020 | Account Maintenance | $1,178,544 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $417,916 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $199,439 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $173,859 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-2540245 | Investment Management | $163,948 |
WILLIAM BLAIR3+ years Service code 28 · EIN 36-2214610 | Investment Management | $154,636 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $143,030 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $118,642 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 28 · EIN 57-1187281 | Investment Management | $107,125 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 28 · EIN 36-7157059 | Investment Management | $101,879 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.99% | 19.60%-2.6pp | 11.12%+5.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $5,780 | $16,438-64.8% | $22,651-74.5% | $14,688-60.6% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |