Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $545,493 |
GOLDMAN SACHS9 years Service code 28 · EIN 13-3575636 | Investment Management | $248,100 |
Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 27 · EIN 52-1868818 | Advisory (Plan) | $59,377 |
Service code 10 · EIN 34-1523030 | Accounting | $25,700 |
JONES DAY9 years Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $23,964 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 29 · EIN 41-0746749 | Legal | $5,093 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -2.94% | 7.96%-10.9pp | 5.17%-8.1pp | 8.76%-11.7pp |
| Employer contribution / active EE | $18,653 | $15,125+23.3% | $26,422-29.4% | $16,627+12.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |