Filed February 20, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $452,411 |
Filed as: BAYSTATE RET SILCHESTER Service code 21 · EIN 45-3056700 | Bank Trustee | $320,506 |
Filed as: NISA LONG CR Service code 21 · EIN 56-2427157 | Bank Trustee | $306,721 |
Filed as: NISA LONG DURATION Service code 21 · EIN 48-1140940 | Bank Trustee | $188,112 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $171,528 |
Filed as: WILLIS TOWERS WATSON Service code 50 · EIN 53-0181291 | Direct Payment | $165,353 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $137,250 |
Filed as: BAYSTATE RET GRANITE Service code 21 · EIN 27-0225271 | Bank Trustee | $99,989 |
Filed as: BAYSTATE RET SAPIENCE Service code 21 · EIN 81-2060843 | Bank Trustee | $98,527 |
AGFIQ2 years Service code 21 · EIN 27-1070018 | Bank Trustee | $96,579 |
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.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 19.02% | 34.64%-15.6pp | 20.73%-1.7pp | 21.83%-2.8pp |
| Employer contribution / active EE | $1,892 | $7,654-75.3% | $36,500-94.8% | $12,237-84.5% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |