Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $894,789 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $560,983 |
ALIGHT SOLUTIONS LLC8 years Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $248,897 |
Filed as: THE BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $133,192 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 | Accounting | $23,711 |
COZEN O'CONNOR8 years Service code 29 · EIN 23-1732832 | Legal | $10,874 |
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.
Annual investment return 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.
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | -2.80% | 9.30%-12.1pp | 8.06%-10.9pp | 9.30%-12.1pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $42,627-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |