Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,140,049 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $128,930 |
WILLIS TOWERS WATSON US LLC1+ years Service code 17 · EIN 53-0181291 | Pension Consulting | $44,908 |
K&L GATES1+ years Filed as: K&L GATES LLC Service code 29 · EIN 25-0921018 | Legal | $28,010 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 0.00% | 24.77%-24.8pp | -2.84%+2.8pp | 12.86%-12.9pp |
| Employer contribution / active EE | $22,289 | $13,270+68.0% | $33,329-33.1% | $13,687+62.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |