Filed March 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 11 3196 KRAFT AVE SE · GRAND RAPIDS, MI 49512 | Actuarial | $86,804 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY Service code 21 1200 MT KEMBLE AVE · MORRISTOWN, NJ 079621903 | Bank Trustee | $79,596 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 ONE ADP BLOUVARD · ROSELAND, NJ 07068 | Recordkeeping | $7,552 |
BEENE GARTER LLP1+ years Service code 10 56 GRANDVILLE AVENUE · GRAND RAPIDS, MI 49503 | Accounting | $6,150 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.53% | -0.96%-3.6pp | -2.00%-2.5pp | -0.60%-3.9pp |
| Employer contribution / active EE | $1,131 | $6,828-83.4% | $34,470-96.7% | $12,272-90.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |