Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $34,197 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $25,466 |
Service code 11 · EIN 42-0127290 | Actuarial | $24,298 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 0.27% | 7.00%-6.7pp | 4.95%-4.7pp | 8.23%-8.0pp |
| Employer contribution / active EE | $16,751 | $13,750+21.8% | $20,917-19.9% | $13,859+20.9% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |