Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $338,128 |
AETNA LIFE INSURANCE COMPANY7+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $30,041 |
Filed as: BNY MELLON Service code 10 · EIN 25-6078093 | Accounting | $26,089 |
Service code 27 · EIN 26-1429809 | Advisory (Plan) | $17,585 |
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY Service code 29 · EIN 04-2233412 | Legal | $9,213 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 6.86% | 9.11%-2.2pp | 10.75%-3.9pp | 18.34%-11.5pp |
| Employer contribution / active EE | $1,351 | $16,122-91.6% | $35,162-96.2% | $14,665-90.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |