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 Service code 11 · EIN 13-3954297 | Actuarial | $89,761 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $72,780 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $51,225 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,250 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $12,700 |
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.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $440,923-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.0%-40.0pp | 2.1%-2.1pp |
| Annual return | 9.45% | 9.14%+0.3pp | 8.94%+0.5pp | 9.14%+0.3pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $36,999-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $124 | $919-86.5% | $1+19056.6% | $919-86.5% |
| Admin fee / account holder | $0 | $200-100.0% | $2,072-100.0% | $200-100.0% |