Filed September 25, 2024 (most recent of 5 filings on file)
Total covered: 882 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 9-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $270,827 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $214,997 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $67,800 |
IVINS, PHILLIPS & BARKER9+ years Filed as: IVINS PHILLIP & BARKER Service code 29 · EIN 52-1229560 | Legal | $48,456 |
Filed as: CULLEN CAPITAL MANAGEMENT, LLC Service code 28 645 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $5,156 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 3.64% | 8.15%-4.5pp | 8.05%-4.4pp | 8.76%-5.1pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,669-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |