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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $620,682 |
GOLDMAN SACHS7 years Service code 28 · EIN 13-3575636 | Investment Management | $375,471 |
PGIM INVESTMENTS6 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $185,619 |
Service code 10 · EIN 34-1523030 | Accounting | $24,750 |
JONES DAY7 years Filed as: JONES DAY REAVIS & POGUE Service code 28 · EIN 34-0319085 | Investment Management | $8,941 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 1.5%-1.5pp |
| Annual return | -27.37% | 87.23%-114.6pp | -5.16%-22.2pp | 23.41%-50.8pp |
| Employer contribution / active EE | $13,826 | $12,989+6.4% | $31,020-55.4% | $12,650+9.3% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |