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 |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $25,148 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $22,677 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $20,167 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 | Accounting | $14,747 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $7,720 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 14.08% | 14.95%-0.9pp | 14.41%-0.3pp | 10.21%+3.9pp |
| Employer contribution / active EE | $0 | $48,159-100.0% | $45,283-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |