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 |
|---|---|---|
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $53,670 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $30,500 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $28,737 |
ADMINISTRATIVE SERVICES ONLY1+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,147 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $13,078 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $9,604 |
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 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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 12.39% | 9.42%+3.0pp | 10.03%+2.4pp | 9.29%+3.1pp |
| Employer contribution / active EE | $29,762 | $18,905+57.4% | $38,789-23.3% | $15,168+96.2% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |