Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 82-2405817 | Investment Management | $166,639 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $104,972 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER C. BARKSDALE & ASSOC., INC. Service code 28 · EIN 62-1217255 | Investment Management | $85,865 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 2.02% | 7.31%-5.3pp | 8.55%-6.5pp | 37.74%-35.7pp |
| Employer contribution / active EE | $19,284 | $9,805+96.7% | $37,109-48.0% | $15,781+22.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |