Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $544,481 |
GARDNER RUSSO2 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $303,014 |
CONIFER FUND SERVICES3 years Service code 18 · EIN 27-0816238 | Custodial (other than securities); In... | $249,400 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST CO. NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $227,419 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $103,603 |
Filed as: BOSTON PARTNER GLOBAL (ROBECO) Service code 28 · EIN 98-0202744 | Investment Management | $78,136 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $44,515 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S LLP Service code 10 · EIN 34-6565596 | Accounting | $31,000 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $270,125-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -9.42% | -14.80%+5.4pp | -38.85%+29.4pp | -14.80%+5.4pp |
| Employer contribution / active EE | $1,278 | $8,996-85.8% | $37,752-96.6% | $8,996-85.8% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |