Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-5322603 | Actuarial | $88,250 |
BERRY DUNN5 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0391345 | Accounting | $9,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 27 · EIN 42-1520346 | Advisory (Plan) | $7,603 |
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.
Participant 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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 13.16% | 8.11%+5.0pp | 9.84%+3.3pp | 8.23%+4.9pp |
| Employer contribution / active EE | $12,805 | $16,823-23.9% | $30,320-57.8% | $13,859-7.6% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |