Filed November 17, 2017 (most recent of 3 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,986,481 |
AON CONSULTING11+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $2,957,451 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 50 · EIN 30-0282430 | Direct Payment | $502,000 |
Filed as: NOKIA INVESTMENT MANAGEMENT CORP Service code 49 · EIN 22-3646524 | Other Services | $470,648 |
NOKIA OF AMERICA CORPORATION9 years Service code 35 · EIN 22-3408857 | Direct payment from the plan; Employe... | $436,131 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $385,584 |
DAY PITNEY LLP7 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $218,858 |
Filed as: STATE STREET Service code 49 · EIN 81-4017137 | Other Services | $190,172 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $82,023 |
Filed as: BANK OF NEW YORK Service code 19 · EIN 13-5160382 | Securities Custodian | $79,000 |
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 34.92% | 9.57%+25.3pp | 52.39%-17.5pp | 9.57%+25.3pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $23,486-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $408-100.0% | $224-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |