Filed January 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $207,318 |
CONDUENT HR CONSULTING, LLC2 years Service code 16 · EIN 13-3954297 | Consulting | $61,222 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $12,275 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.64% | -2.48%-3.2pp | -102.03%+96.4pp | 0.19%-5.8pp |
| Employer contribution / active EE | $6,243 | $7,648-18.4% | $36,229-82.8% | $13,763-54.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |