Filed April 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $63,700 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $60,715 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $9,610 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 18.36% | 7.25%+11.1pp | 5.17%+13.2pp | 8.23%+10.1pp |
| Employer contribution / active EE | $11,570 | $13,309-13.1% | $26,422-56.2% | $13,859-16.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |