Filed November 1, 2019
Total covered: 94 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 6-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 |
|---|---|---|
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $308,405 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $153,510 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $64,525 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $28,697 |
COVINGTON & BURLING LLP5 years Service code 29 · EIN 53-0188411 | Legal | $20,301 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $16,700 |
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 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 9.56% | 9.22%+0.3pp | 8.94%+0.6pp | 9.22%+0.3pp |
| Employer contribution / active EE | $11,596 | $13,567-14.5% | $36,999-68.7% | $13,567-14.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $1-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |