Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-5322603 | Actuarial | $79,505 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $14,500 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 27 · EIN 42-1520346 | Advisory (Plan) | $8,031 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,655-100.0% | $414,698-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 17.1%-17.1pp |
| Annual return | 1.45% | 10.17%-8.7pp | 8.80%-7.4pp | 9.82%-8.4pp |
| Employer contribution / active EE | $10,880 | $16,851-35.4% | $29,429-63.0% | $13,587-19.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $58-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,933-100.0% | $2,893-100.0% |