Filed November 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DORSA CONSULTING SERVICES7 years Service code 11 · EIN 26-4614358 | Actuarial | $45,365 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 13 · EIN 04-1590850 | Contract Administrator | $37,986 |
WISS & COMPANY, LLP3 years Filed as: WISS & COMPANY LLP Service code 50 · EIN 22-1732349 | Direct Payment | $13,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 2.56% | 10.14%-7.6pp | 32.30%-29.7pp | 9.89%-7.3pp |
| Employer contribution / active EE | $36,842 | $16,231+127.0% | $33,955+8.5% | $14,313+157.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |