Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 64 · EIN 13-5674085 | Recordkeeping Fees | $37,341 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $19,014 |
FIAM LLC3 years Filed as: FIAM Service code 28 · EIN 20-2159373 | Investment Management | $10,384 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST Service code 21 · EIN 56-1074313 | Bank Trustee | $8,388 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $5,356 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 3.89% | 3.51%+0.4pp | 5.17%-1.3pp | 13.05%-9.2pp |
| Employer contribution / active EE | $68,757 | $33,893+102.9% | $26,422+160.2% | $37,639+82.7% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |