Filed October 2, 2019 (most recent of 4 filings on file)
Total covered: 314 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 3-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 LLC3+ years Filed as: WILLIS TOWERS WATSON, LLC Service code 11 · EIN 53-0181291 | Actuarial | $262,867 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $83,340 |
Filed as: THE BANK OF NEW YORK MELON Service code 19 · EIN 13-5160382 | Securities Custodian | $51,596 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON Service code 10 · EIN 41-0746749 | Accounting | $44,100 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $40,641 |
PGIM INVESTMENTS2 years Filed as: JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $23,423 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $21,691 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.04% | 9.27%+0.8pp | 37.43%-27.4pp | 10.71%-0.7pp |
| Employer contribution / active EE | $0 | $14,139-100.0% | $38,058-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |