Filed January 2, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 13 · EIN 36-2235791 | Contract Administrator | $58,834 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY N.A. Service code 27 · EIN 04-2755549 | Advisory (Plan) | $41,359 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $28,169 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,115 |
MUZINICH & CO., INC.4 years Service code 27 · EIN 13-3472632 | Advisory (Plan) | $16,664 |
ABB BUSINESS SERVICES10+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $15,458 |
DODGE & COX10+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $10,433 |
NEUBERGER BERMAN6 years Filed as: NEUBERGER BERMAN INV. ADVISORS LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $6,999 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $5,768 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 43.9%-43.9pp |
| Annual return | 2.72% | 3.50%-0.8pp | 5.16%-2.4pp | 13.05%-10.3pp |
| Employer contribution / active EE | $0 | $33,932-100.0% | $26,442-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,946-100.0% |