Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-5322603 | Actuarial | $86,037 |
BERRY DUNN4 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0391345 | Accounting | $13,500 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 27 · EIN 42-1520346 | Advisory (Plan) | $7,776 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 5.36% | 10.14%-4.8pp | 32.30%-26.9pp | 9.89%-4.5pp |
| Employer contribution / active EE | $12,582 | $16,231-22.5% | $33,955-62.9% | $14,313-12.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |