Filed January 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $579,706 |
MERCER1 year Filed as: MECER Service code 11 · EIN 13-2834414 | Actuarial | $300,483 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $261,333 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $257,264 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $211,387 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $192,516 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $170,724 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $149,363 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $52,612 |
PREFERRED STAFFING LLC4+ years Service code 15 · EIN 48-3791564 | Recordkeeping | $32,871 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $68,458-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -6.89% | 73.13%-80.0pp | -0.87%-6.0pp | 73.13%-80.0pp |
| Employer contribution / active EE | $847 | $8,421-89.9% | $21,826-96.1% | $8,421-89.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $656-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $165-100.0% | - |