Filed November 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC3 years Filed as: CALLAN HOLDINGS INC. Service code 27 · EIN 82-2748926 | Advisory (Plan) | $135,415 |
BRANDES INVESTMENT PARTNERS9+ years Filed as: BRANDES INVESTMENT PARTNERS, L.P. Service code 27 · EIN 33-0704072 | Advisory (Plan) | $72,509 |
INVESCO9+ years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $60,895 |
Filed as: PRUDENTIAL TRUST CO. Service code 27 · EIN 23-6994310 | Advisory (Plan) | $60,598 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $59,453 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $37,295 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 10.10% | 10.29%-0.2pp | 8.55%+1.5pp | 22.81%-12.7pp |
| Employer contribution / active EE | $0 | $15,716-100.0% | $37,109-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |