Filed August 29, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $3,751,742 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $108,590 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $49,875 |
BRYAN CAVE LLP9+ years Service code 29 · EIN 43-0602162 | Legal | $23,504 |
CASUALTY ACTUARIES INC.3 years Filed as: CASUALTY ACTUARIES INC Service code 49 · EIN 43-1265750 | Other Services | $10,290 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant 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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 16.65% | 10.00%+6.6pp | 5.17%+11.5pp | 9.30%+7.3pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $131 | $802-83.6% | $78+67.4% | $2,867-95.4% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |