Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 12 · EIN 61-0736136 | Claims processing | $301,195 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $134,499 |
KILPATRICK TOWNSEND2+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $93,756 |
US BANK1 year Service code 21 | Bank Trustee | $87,681 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 13-6154008 | Claims processing | $82,584 |
SMITH & HOWARD, PC2+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $33,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.81% | 5.13%+0.7pp | 4.74%+1.1pp | 7.18%-1.4pp |
| Employer contribution / active EE | $0 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |