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Working for you. Working with you. When a business takes care of its people… its people take care of business.

What We Do - Who We Are

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SOI pools hundreds of companies, representing tens of thousands of employees together. The economies of scale generated by this unique concept allow us to negotiate the best rates and benefits programs available. Your organization is then able to leverage SOI’s expertise and collective buying power. We’re more than just a vendor to our customer’s. We’re a trusted partner invested in their success. We are an open avenue to resources and connections otherwise out of reach.

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Page 1: What We Do - Who We Are

Working for you. Working with you.

When a business takes care of its people…

its people take care of business.

Page 2: What We Do - Who We Are

Business Objectives

Provide Richer Benefits Package

Stabilize The Cost Of Benefits

Reduce Employee Administration by adding improved technology

Page 3: What We Do - Who We Are

Overview

1. Business Climate1. Business Climate

2. Why A PEO2. Why A PEO

3. Who We Are3. Who We Are

4. What We Do4. What We Do

5. How We Deliver5. How We Deliver

Page 4: What We Do - Who We Are

Rising Unemployment

IncreasingLitigation

Doing more with less

Compliance Complexities

HR Complexity

Active Enforcement

Rising Cost of Healthcare

What We Are Seeing

Page 5: What We Do - Who We Are

ADA

BenefitsUnions

How Do I… Lead through the changes? Accurately track and report? Protect my business?

Healthcare

Retirement

COBRA

FMLA

Labo

r

Managing The Winds Of Change

Page 6: What We Do - Who We Are

Economies Of Scale…

Our large employee base, coupled with our ability to manage benefit costs, enable us to purchase Fortune 500® benefits and services at a lower rate than small businesses could normally buy for themselves

SOI currently has ~1,600 clients, with ~65,000 worksite employees in all 50 states

Page 7: What We Do - Who We Are

Access to Experts…

We connect our customers to resources in the areas of payroll, unemployment, loss control, claims management & human resources

Our clients recognize the additional benefit of more time devoted to those activities, which grow and enhance their core business

Page 8: What We Do - Who We Are

Who We Are

Page 9: What We Do - Who We Are

Key Facts About SOI

SOI founded in 1990. Headquartered in Charlotte, North Carolina. Largest private Professional Employer Organization. National Platform - Long term relationships with blue

chip vendors servicing all 50 states. $2B in payroll processed and more than 1,000,000

checks issued annually. Accomplished senior management team. We welcome you to learn more on our website:

www.soi.com

Page 10: What We Do - Who We Are

What We Deliver To Our Customers

Guidance- Knowledge, direction, protecting our customers’ best

interests

Expertise- Understanding our customers’ business, industry focus,

insight

Access- Connecting our customers to the resources they need- Blue Chip providers such as The Hartford Group, First

Health, TransAmerica, BlueCross BlueShield and more

Page 11: What We Do - Who We Are

Customer Insights

How would you describe your relationship with SOI?- “Proactive. They really try to avert problems so you don’t

have any issues to begin with.”- “Responsive. With SOI, nothing falls to the wayside.”

My partnership with SOI makes me feel. . . - “Secure. If an employee comes to me with a question – I

know I can turn to SOI. I don’t need to question the source.”

- “Important. They act like I’m their only customer.”

What would you say are SOI’s unique differentiators?- “Their partner relationships are better than what we

could provide alone.”- “They understand my business to the best degree

possible without being ‘in my business’.”

Page 12: What We Do - Who We Are

What Defines Us

More than just a vendor to our customers, but a trusted partner invested in their success

Concept of Unity- We care about your business, livelihood, future

- We understand your business, industry, challenges

- Fusion of personal concern and professional knowledge

reveals SOI’s unique strength

Page 13: What We Do - Who We Are

Our Value Proposition

Your vision is our vision. We embrace your future with the same

eagerness that you do and are dedicated to invigorating

and protecting your most vital resource—your employees.

Page 14: What We Do - Who We Are

Broad Geographic Reach

405 total employees 23 sales offices WSEs in all 50 states Best PEO Environment: Texas, Florida, California, Colorado Headquarters contains executive offices, corporate staff, data processing,

training, and other back office functions A backup and disaster recovery facility, and hot site is located in Nashville,

TN

Headquarters

Sales Office

Page 15: What We Do - Who We Are

What We Do

Page 16: What We Do - Who We Are

Our Service Model…

RiskManagement

Services

Loss ControlServices

QualifiedRetirement

Plans (401k)

Tax Filings

HumanResourcesSupport

Workers’ Compensation

EmployeeBenefits

Time InformationManagement

System

HRIS

Efficient incorporation of the following business components into one

convenient and streamlined real-time solution.

SOI Client

EmploymentPracticesLiability

Insurance

Cloud Payroll

Page 17: What We Do - Who We Are

Our Service Model…

RiskManagement

Services

Loss ControlServices

QualifiedRetirement

Plans (401k)

Tax Filings

HumanResourcesSupport

Workers’ Compensation

EmployeeBenefits

Time InformationManagement

System

HRIS

Efficient incorporation of the following business components into one

convenient and streamlined real-time solution.

SOI Client

EmploymentPracticesLiability

Insurance

Cloud Payroll

How We Deliver

Page 18: What We Do - Who We Are

How We Are Different…

Benefits

AdminFee

Workers Comp

How our model works for you!

Shared LiabilityShared RiskStabilized ExpensesClaims don’t spike premium

Page 19: What We Do - Who We Are

Improved Cash Flow and Cost Stabilization

No up front deposits Pay-As-You-Go billing Turn variable employment costs into one fixed,

predictable labor burden No year end audits on workers’ comp No lease fee renewal period Our economies of scale stabilize long term

costs

Page 20: What We Do - Who We Are

Key Advantages Of Our Solution

Comprehensive and Integrated HR and benefits solution. Attract and retain the most valuable employees. Improve employee morale and reduce expensive turnover. Provide Fortune 500 medical, dental & vision benefit plans. Preserve cash flow “pay as you go” workers’ compensation

program. Transfer business risk of many employment related exposures. Gain access to expert competencies not present within your

company. Focus on your “core” business; generate profits for your

company. Contain or reduce overall employee related administrative

costs. Proven service delivery systems.

Page 21: What We Do - Who We Are

Why SOI?

Leader in the industry – 3rd largest PEO nationally Financial stability – Debt Free Workers’ Compensation plan provided by the

Hartford – 13th renewal year. 9th Renewal with Aetna Transamerica 401(k) plan with match National healthcare platform Comprehensive benefits administration One-stop solution for multi-state exposures Tenured senior management team

Page 22: What We Do - Who We Are

Our Process

Extremely simple. Free Human Resource assessment. Minimal information required. We will respond with a written assessment

typically within 72-96 hours from the time of information collection.

Page 23: What We Do - Who We Are

Next Steps

Investigate dates for implementation Gather necessary information and documents

for final approval & underwriting.

Page 24: What We Do - Who We Are

Please contact me with any questions

Joshua Parnes – Professional Employer Consultant

720-480-2454 - [email protected]

Page 25: What We Do - Who We Are