Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $30,275 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $22,601 |
BDO USA, LLP6 years Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $848,047-100.0% | $848,047-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 11.22% | 3.42%+7.8pp | 5.63%+5.6pp | 24.42%-13.2pp |
| Employer contribution / active EE | $8,120 | $43,854-81.5% | $36,086-77.5% | $41,338-80.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $22,079-100.0% |