Filed May 31, 2024 (most recent of 3 filings on file)
Total covered: 750 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $680,040 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE Service code 11 101 S HANLEY · ST. LOUIS, MO 631053411 | Actuarial | $360,952 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 61-1673012 | Directed Trustee | $78,731 |
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.
Participant contribution per participant 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 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 6.85% | 9.14%-2.3pp | 9.49%-2.6pp | 9.14%-2.3pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $24,351-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $961 | $919+4.6% | $28+3340.4% | $919+4.6% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |