Filed November 1, 2019
Total covered: 94 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $50,750 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $34,785 |
SPIVAK LIPTON LLP4+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $24,750 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,298 |
ADMINISTRATIVE SERVICES ONLY4+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,000 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 12.4%-12.4pp |
| Annual return | 8.82% | 9.54%-0.7pp | 10.59%-1.8pp | 9.89%-1.1pp |
| Employer contribution / active EE | $0 | $20,687-100.0% | $43,976-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |