Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 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 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: RUSSEL TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $911,749 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $436,013 |
CAUSEY DEMGEN & MOORE PC4 years Service code 10 · EIN 84-1158905 | Accounting | $16,275 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET RETIREE SERVICES Service code 13 · EIN 04-3581074 | Contract Administrator | $2,274 |
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.
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 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 2.44% | 8.76%-6.3pp | 5.62%-3.2pp | 8.76%-6.3pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $37,825-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $0 | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |