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 ADVISORS9+ years Service code 18 · EIN 81-4017137 | Trustee (bank, trust company, or simi... | $651,701 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON DELAWARE Service code 11 101 S HANLEY · ST. LOUIS, MO 631053411 | Actuarial | $358,033 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 61-1673012 | Directed Trustee | $46,595 |
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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 23.54% | 5.54%+18.0pp | 8.91%+14.6pp | 8.76%+14.8pp |
| Employer contribution / active EE | $0 | $6,639-100.0% | $24,376-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $780 | $467+67.0% | $14+5341.8% | $888-12.2% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |