Filed September 29, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 10 · EIN 23-1707341 | Accounting | $431,820 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $181,216 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $20,750 |
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 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 0.52% | 14.66%-14.1pp | 11.38%-10.9pp | 11.84%-11.3pp |
| Employer contribution / active EE | $41,322 | $10,832+281.5% | $18,467+123.8% | $17,339+138.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |