Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $124,971 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 | Securities Custodian | $22,269 |
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 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 3.48% | 10.71%-7.2pp | 10.48%-7.0pp | 10.71%-7.2pp |
| Employer contribution / active EE | $18,380 | $14,986+22.7% | $34,979-47.5% | $14,986+22.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |