Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,839,601 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Contract Administrator; Claims proces... | $2,616,224 |
Service code 28 · EIN 95-2642764 | Investment Management | $2,227,259 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $1,727,323 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,484,231 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $778,224 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $713,881 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $457,024 |
Filed as: UBS Service code 27 · EIN 13-2628166 | Advisory (Plan) | $364,713 |
HAGER STRATEGIC4 years Filed as: HAGER STRATEGIC, INC. Service code 10 · EIN 52-1942556 | Accounting | $129,339 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.47% | 5230.06%-5215.6pp | -2.84%+17.3pp | 5230.06%-5215.6pp |
| Employer contribution / active EE | $3,702 | $10,491-64.7% | $33,329-88.9% | $10,491-64.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $51-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |