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.5+ years Service code 11 · EIN 26-2849065 | Actuarial | $65,825 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $35,484 |
GLOBAL EQUITY LONG-ONLY FUND LP2 years Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $22,607 |
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 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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 1.06% | 627.08%-626.0pp | 6.78%-5.7pp | 627.08%-626.0pp |
| Employer contribution / active EE | $17,413 | $18,824-7.5% | $28,542-39.0% | $18,824-7.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |