Filed January 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INC. Service code 28 · EIN 13-2834414 | Investment Management | $464,230 |
ALIGHT SOLUTIONS LLC4 years Service code 49 · EIN 82-1061233 | Other Services | $92,480 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $76,105 |
Filed as: J.P. MORGAN INVESTMENT Service code 50 · EIN 13-3200244 | Direct Payment | $51,293 |
WINSTON & STRAWN LLP3 years Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $28,436 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 59-2377440 | Other Services | $2,400 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL COLLECTIVE Service code 28 · EIN 35-7085469 | Investment Management | $822 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 5.77% | 8.91%-3.1pp | 7.32%-1.6pp | 13.24%-7.5pp |
| Employer contribution / active EE | $69,565 | $13,306+422.8% | $23,426+197.0% | $14,616+375.9% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |