Filed March 29, 2023
Total covered: 472 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $45,000 |
AON CONSULTING1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $25,889 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $12,709 |
HAYNES AND BOONE, LLP1+ years Filed as: HAYNES AND BOONE Service code 29 2801 N. HARWOOD STREET SUITE 2300 · DALLAS, TX 75201 | Legal | $5,724 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 12.06% | 9.49%+2.6pp | 15.31%-3.2pp | 9.89%+2.2pp |
| Employer contribution / active EE | $89,655 | $12,214+634.0% | $28,686+212.5% | $14,313+526.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |