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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $1,579,853 |
ALIGHT SOLUTIONS LLC3+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $487,961 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $136,460 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICE WATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $76,285 |
WILLIS TOWERS WATSON US LLC3+ years Service code 17 · EIN 53-0181291 | Pension Consulting | $50,779 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $5,472 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -22.83% | 1.88%-24.7pp | -5.16%-17.7pp | 2.77%-25.6pp |
| Employer contribution / active EE | $19,665 | $8,732+125.2% | $31,020-36.6% | $15,262+28.9% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |