Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 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 10-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $173,284 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 16-1486454 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $36,718 |
WILLIAM BLAIR2 years Filed as: WILLIAM E HOWE & CO, CPA Service code 10 105 CHESLEY DRIVE · MEDIA, PA 19063 | Accounting | $9,135 |
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.
Employer contribution per participant 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 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | 4.58% | -68.32%+72.9pp | -61.72%+66.3pp | -82.66%+87.2pp |
| Employer contribution / active EE | $5,819 | $50,529-88.5% | $47,703-87.8% | $43,769-86.7% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |