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 | $3,181,807 |
CVS CAREMARK5 years Service code 13 · EIN 05-0340626 | Contract Administrator | $1,569,434 |
AON CONSULTING11+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,351,072 |
AETNA LIFE INSURANCE COMPANY11+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $380,471 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $304,800 |
UMR11+ years Filed as: UNITED HEALTHCARE Service code 13 · EIN 36-2739571 | Contract Administrator | $164,670 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 50 · EIN 30-0282430 | Direct Payment | $158,000 |
Filed as: NOKIA INVESTMENT MANAGEMENT Service code 49 · EIN 22-3646524 | Other Services | $147,617 |
DAY PITNEY LLP7 years Filed as: DAY PITNEY Service code 29 · EIN 22-1661404 | Legal | $125,007 |
MERATIVE US LP4 years Filed as: MERATIVE Service code 15 · EIN 88-1430661 | Recordkeeping | $116,649 |
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 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | -91.93% | 66.62%-158.5pp | 52.39%-144.3pp | 13.91%-105.8pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |