Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $164,240 |
FID INV INST OPS CO1+ years Service code 11 · EIN 04-2647786 | Actuarial | $48,340 |
See 1 actuary disclosure with Solo.
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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 | $211,396-100.0% | $296,643-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 44.4%-44.4pp | 4.3%-4.3pp |
| Annual return | -2.08% | 2.81%-4.9pp | -18.97%+16.9pp | 2.81%-4.9pp |
| Employer contribution / active EE | $17,241 | $16,358+5.4% | $54,628-68.4% | $16,358+5.4% |
| Participant deferral / active EE | $0 | $775-100.0% | $78-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $9,901-100.0% | $1,639-100.0% |