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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,302,837 |
ALIGHT SOLUTIONS LLC7 years Service code 64 · EIN 82-1061233 | Recordkeeping Fees | $513,634 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $158,341 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $101,490 |
SCHNEIDER DOWNS & CO., INC.9+ years Service code 10 · EIN 25-1408703 | Accounting | $21,154 |
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.
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 11.69% | 9.11%+2.6pp | 35.14%-23.5pp | 9.11%+2.6pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $46,378-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $69-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |