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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $76,780 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $53,825 |
SPIVAK LIPTON LLP6+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $27,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,298 |
ADMINISTRATIVE SERVICES ONLY6+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,000 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $440,923-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 40.0%-40.0pp | 17.1%-17.1pp |
| Annual return | 6.39% | 9.82%-3.4pp | 8.94%-2.6pp | 9.82%-3.4pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $36,999-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $1-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,072-100.0% | $2,893-100.0% |