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 | $34,563 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $24,603 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $24,567 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $22,488 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 | Accounting | $14,747 |
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.
Employer 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 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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 14.18% | 10.58%+3.6pp | 14.41%-0.2pp | 13.95%+0.2pp |
| Employer contribution / active EE | $3,684 | $37,352-90.1% | $45,283-91.9% | $16,598-77.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |