Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $506,543 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $233,012 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $20,050 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,705 | $145,877-14.5% | $150,045-16.9% | $102,872+21.2% |
| Participation rate | 91.2% | 79.8%+11.3pp | 82.3%+8.8pp | 73.0%+18.1pp |
| Annual return | 9.76% | 21.37%-11.6pp | 62.55%-52.8pp | 19.06%-9.3pp |
| Employer contribution / active EE | $1,999 | $4,710-57.6% | $4,693-57.4% | $3,526-43.3% |
| Participant deferral / active EE | $11,228 | $9,491+18.3% | $7,997+40.4% | $5,535+102.9% |
| Admin fee / account holder | $201 | $176+14.3% | $13,435-98.5% | $292-31.2% |