Filed November 1, 2019
Total covered: 94 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $66,570 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $58,890 |
SPIVAK LIPTON LLP5+ years Filed as: SPIVAK LIPTON Service code 29 · EIN 13-3494495 | Legal | $27,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $21,298 |
ADMINISTRATIVE SERVICES ONLY5+ years Service code 13 · EIN 11-2995970 | Contract Administrator | $18,000 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2386900 | Actuarial | $17,970 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $11,996 |
See 1 actuary disclosure with Solo.
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Annual investment return 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.
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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 0.39% | 10.38%-10.0pp | 6.74%-6.4pp | 8.23%-7.8pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,780-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |