Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $250,489 |
LCG ASSOCIATES, INC.4 years Service code 51 · EIN 75-1680350 | Investment Mgmt Fees | $50,000 |
Service code 51 · EIN 36-4922991 | Investment Mgmt Fees | $31,351 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 0.70% | 6.45%-5.8pp | 8.57%-7.9pp | 7.65%-7.0pp |
| Employer contribution / active EE | $14,250 | $20,590-30.8% | $33,010-56.8% | $20,599-30.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |