Filed April 23, 2024 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $2,807,950 |
ALIGHT SOLUTIONS LLC1 year Service code 14 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Plan Administrator | $2,325,012 |
PARTNERS HEALTHCARE3 years Service code 13 · EIN 04-3294527 | Contract Administrator | $583,205 |
Filed as: CONDUENT Service code 15 · EIN 16-0468020 | Recordkeeping | $403,495 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $199,176 |
BTHR CONSULTING1 year Filed as: BTHR Service code 49 738 MAIN STREET · WALTHAM, MA 02451 | Other Services | $63,175 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 3.57% | 15.39%-11.8pp | 20.73%-17.2pp | 24.48%-20.9pp |
| Employer contribution / active EE | $9,075 | $7,237+25.4% | $36,500-75.1% | $9,418-3.6% |
| Participant deferral / active EE | $3 | $263-99.0% | $77-96.7% | $501-99.5% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |