Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAGE PENSION RESOURCES, INC.3+ years Service code 11 · EIN 26-2849065 | Actuarial | $14,810 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $13,975 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | 4.04% | -0.69%+4.7pp | -0.33%+4.4pp | -0.69%+4.7pp |
| Employer contribution / active EE | $9,822 | $16,786-41.5% | $25,782-61.9% | $16,786-41.5% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |