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 | $392,030 |
Filed as: THYSSENKRUPP NORTH AMERICA. LLC Service code 14 · EIN 22-2393554 | Plan Administrator | $173,444 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 16 · EIN 26-1429809 | Consulting | $136,430 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $95,154 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $81,880 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $67,159 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $21,123 |
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 | $2,278,297-100.0% | $2,278,297-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.6%-5.6pp | 44.4%-44.4pp |
| Annual return | -14.48% | -14.95%+0.5pp | 111.29%-125.8pp | -14.65%+0.2pp |
| Employer contribution / active EE | $0 | $68,238-100.0% | $46,003-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,631-100.0% |