Filed April 22, 2020
Total covered: 428 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 LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $431,141 |
CONDUENT HR CONSULTING, LLC6+ years Filed as: CONDUENT HR SERVICES Service code 15 200 PLAZA DRIVE · SECAUCUS, NJ 07094 | Recordkeeping | $302,509 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Investment management fees paid indir... | $55,608 |
ALIGHT SOLUTIONS LLC6+ years Service code 17 · EIN 82-1061233 | Pension Consulting | $31,957 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,000 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 21 · EIN 94-3112180 | Bank Trustee | $25,292 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,547 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 11.27% | 9.22%+2.0pp | 52.39%-41.1pp | 9.22%+2.0pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $23,486-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |