Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER5+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 27 · EIN 74-2154744 | Advisory (Plan) | $189,310 |
CONNORS5+ years Filed as: CONNORS INVESTOR SERVICES, INC. Service code 28 · EIN 23-1716484 | Investment Management | $144,500 |
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $123,405 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $54,954 |
TORTOISE CREDIT STRATEGIES, LLC1 year Filed as: TORTOISE CREDIT STRATEGIES LLC Service code 28 11550 ASH STREET SUITE 300 · LEAWOOD, KS 66211 | Investment Management | $51,881 |
Filed as: ACR ALPINE INVESTMENT MANAGEMENT Service code 28 · EIN 95-3893480 | Investment Management | $49,330 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 22.53% | 53.27%-30.7pp | 10.76%+11.8pp | 53.27%-30.7pp |
| Employer contribution / active EE | $8,845 | $14,774-40.1% | $68,795-87.1% | $14,774-40.1% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |