Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $173,326 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3807885 | Investment Management | $66,817 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $61,717 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,119 |
CORNERSTONE RESEARCH, INC.1 year Service code 29 · EIN 94-3092543 | Legal | $41,631 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $23,951 |
BROOKFIELD1 year Filed as: BROOKFIELD US INC. Service code 28 · EIN 22-3335453 | Investment Management | $16,188 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $15,640 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA Service code 27 · EIN 36-3109431 | Advisory (Plan) | $13,943 |
MILLER & CHEVALIER1 year Service code 29 · EIN 52-1212890 | Legal | $11,143 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | -56.83% | 6915.14%-6972.0pp | 380.66%-437.5pp | 627.08%-683.9pp |
| Employer contribution / active EE | $281,633 | $39,618+610.9% | $45,083+524.7% | $18,824+1396.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |