Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $454,729 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $401,556 |
US BANK7+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $105,972 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $78,785 |
SUTTON FROST CARY LLP7+ years Service code 10 · EIN 75-2593210 600 SIX FLAGS DR STE 600 · ARLINGTON, TX 76011 | Accounting | $41,200 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 75-2688879 | Investment Management | $41,014 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON CIF SMALL CAP 2000 Service code 51 · EIN 04-2767481 | Investment Mgmt Fees | $33,214 |
WESTWOOD TRUST1 year Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $14,542 |
Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $6,237 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 1.89% | 8.91%-7.0pp | 7.32%-5.4pp | 13.24%-11.3pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |