Filed April 18, 2019
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 |
|---|---|---|
Service code 13 · EIN 38-3370067 | Contract Administrator | $310,640 |
Filed as: THYSSENKRUPP NORTH AMERICA, LLC Service code 14 · EIN 22-2393554 | Plan Administrator | $196,322 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 16 · EIN 26-1429809 | Consulting | $182,374 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE & MORAN HOLDING GROUP LLP Service code 10 · EIN 33-1498605 | Accounting | $114,930 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US LLC. Service code 11 · EIN 53-0181291 | Actuarial | $100,171 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $70,115 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 17 · EIN 04-2755549 | Pension Consulting | $57,661 |
SEYFARTH SHAW LLP8 years Service code 29 · EIN 36-2152202 | Legal | $7,839 |
ALIRT INSURANCE RESEARCH1 year Service code 17 · EIN 20-3957224 | Pension Consulting | $429 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -20.24% | 4.45%-24.7pp | 5.19%-25.4pp | 13.91%-34.1pp |
| Employer contribution / active EE | $0 | $45,715-100.0% | $38,911-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |