Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $33,521 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $29,500 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $27,957 |
BB&T2 years Service code 21 · EIN 56-1074313 | Bank Trustee | $14,212 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $6,500 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -6.25% | -5.34%-0.9pp | 12.68%-18.9pp | -82.66%+76.4pp |
| Employer contribution / active EE | $22,999 | $31,322-26.6% | $22,860+0.6% | $43,769-47.5% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |