Filed June 15, 2020
Total covered: 253 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 5-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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $448,218 |
ALIGHT SOLUTIONS LLC5+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $390,628 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $241,847 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $61,500 |
WILLIS TOWERS WATSON US LLC5+ years Service code 17 · EIN 53-0181291 | Pension Consulting | $44,315 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $8,975 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -1.23% | 7.96%-9.2pp | 5.17%-6.4pp | 8.76%-10.0pp |
| Employer contribution / active EE | $82,197 | $15,125+443.5% | $26,422+211.1% | $16,627+394.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |