Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 11 · EIN 36-3642411 | Actuarial | $451,101 |
HEWITT ASSOCIATES LLC9+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $296,001 |
Filed as: BARROW, HANLEY, MEWHINNEY STRAUSS Service code 21 · EIN 75-2403190 | Bank Trustee | $213,257 |
US BANK9+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $86,332 |
COHN REZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $32,550 |
KILPATRICK TOWNSEND9+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $20,209 |
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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | -4.04% | 8.01%-12.1pp | 8.34%-12.4pp | 7.65%-11.7pp |
| Employer contribution / active EE | $55,025 | $20,177+172.7% | $30,799+78.7% | $20,599+167.1% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |