Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 12 · EIN 61-0736136 | Claims processing | $275,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $140,250 |
US BANK2 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $103,993 |
KILPATRICK TOWNSEND3+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $62,691 |
SMITH & HOWARD, PC3+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $37,250 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 13-6154008 | Claims processing | $0 |
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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 16.62% | 13.03%+3.6pp | 10.36%+6.3pp | 23.90%-7.3pp |
| Employer contribution / active EE | $40,000 | $15,779+153.5% | $37,738+6.0% | $16,539+141.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |