Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 employees
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE Service code 50 · EIN 06-0874395 | Direct Payment | $10,400 |
GOLDMAN SACHS3 years Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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.
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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 7.00% | 9.55%-2.5pp | 9.52%-2.5pp | 9.29%-2.3pp |
| Employer contribution / active EE | $9,068 | $20,722-56.2% | $41,951-78.4% | $15,168-40.2% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |