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Sponsor portfolioTH

SOLERITY, INC.

EIN 54-1593395-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$39.5M assets
Welfare
1
$1.0M premiums
Participants
454
13800 COPPERMINE RD., SUITE 167 - HERNDON, VA 20171703-663-2777solerity.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$39.5M - 351 part#501Fully Insured-$1.0M - 100 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$818K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
  • Other$146K
  • Dental$75K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • NFP INSURANCE SERVICES INC6%
  • FINANCIAL BALANCE GROUP LLC0%
Total $33K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOLERITY 401K PLAN

401k

Assets$39.5M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLERITY, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.0M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOLERITY 401K PLAN401k$39.5M3512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLERITY, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.0M1002024
Retirement plans
Welfare plans
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