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 9-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 Service code 15 · EIN 53-0181291 | Recordkeeping | $283,097 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-6748526 | Bank Trustee | $35,586 |
FCA US LLC9+ years Service code 14 · EIN 27-0187394 | Plan Administrator | $30,105 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,990 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $14,565 |
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 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -93.43% | 3.72%-97.1pp | 7.70%-101.1pp | 24.42%-117.9pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |