Filed March 18, 2025
Total covered: 26 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 8-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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $1,783,426 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $792,550 |
MERCER5 years Filed as: MERCER (US) INC Service code 50 · EIN 13-2834414 | Direct Payment | $609,953 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P.MORGAN INVESTMENT Service code 28 · EIN 13-3200244 | Investment Management | $322,849 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $212,777 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $52,805 |
SPENCER FANE LLP8+ years Filed as: SPENCER FANE BRITT & BROWNE Service code 29 · EIN 44-0561981 | Legal | $6,460 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 50 · EIN 20-1876798 | Direct Payment | $5,395 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.32% | 9.22%+1.1pp | 2.33%+8.0pp | 9.22%+1.1pp |
| Employer contribution / active EE | $23,410 | $13,567+72.6% | $34,323-31.8% | $13,567+72.6% |
| Participant deferral / active EE | $0 | $575-100.0% | $124-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |