Filed December 9, 2019
Total covered: 4 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 |
|---|---|---|
Filed as: WILIS TOWERS WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $678,560 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-8168818 | Investment Management | $250,000 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $39,162 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE & ANNUITY Service code 28 · EIN 53-0181291 | Investment Management | $14,898 |
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.
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 | 2.46% | 8.50%-6.0pp | 9.84%-7.4pp | 8.76%-6.3pp |
| Employer contribution / active EE | $23,098 | $11,009+109.8% | $30,320-23.8% | $16,627+38.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |