Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
MERCER4 years Filed as: MERCER, INC Service code 16 · EIN 13-2834414 | Consulting | $1,259,546 |
Filed as: FMR LLC Service code 12 · EIN 04-3532603 | Claims processing; Participant commun... | $353,251 |
WILLIS TOWERS WATSON US LLC4 years Service code 10 · EIN 53-0181291 | Accounting | $316,100 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $144,025 |
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.
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 11.50% | 9.22%+2.3pp | 52.39%-40.9pp | 9.22%+2.3pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $23,486-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |