Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 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 |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $4,477,700 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $1,295,925 |
FCA US LLC3+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $615,822 |
MERCER1 year Service code 11 ONE TOWNE SQUARE, · SOUTHFILED, MI 48076 | Actuarial | $68,000 |
Service code 29 · EIN 38-3277185 | Legal | $61,556 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $26,391 |
US EVALUATION SERVICES LLC3+ years Service code 49 · EIN 26-1278155 | Other Services | $10,975 |
NATIONWIDE3+ years Filed as: NATIONWIDE I.M.E. Service code 12 671 EAST BIG BEAVER · TROY, MI 48083 | Direct payment from the plan; Other s... | $9,140 |
Service code 12 · EIN 36-2685608 | Direct payment from the plan; Other s... | $8,950 |
INDEPENDENT EVALUATORS1 year Service code 29 27457 HOLIDAY LN. · PERRYSBURG, OH 43551 | Legal | $5,950 |
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 12.08% | 9.42%+2.7pp | 16.78%-4.7pp | 1057.21%-1045.1pp |
| Employer contribution / active EE | $27,588 | $34,966-21.1% | $26,328+4.8% | $14,374+91.9% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |