Filed July 1, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KAHAN STEIGER AND CO5+ years Service code 10 · EIN 06-1443759 | Accounting | $22,000 |
HOOKER & HOLCOMBE, INC.5+ years Filed as: HOOKER AND HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $21,750 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $280 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INUSRANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 18.82% | 18.13%+0.7pp | 14.64%+4.2pp | 16.32%+2.5pp |
| Employer contribution / active EE | $35,281 | $23,138+52.5% | $41,831-15.7% | $17,007+107.5% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |