Filed December 22, 2020
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
US BANK9+ years Service code 21 · EIN 41-0417860 | Bank Trustee | $94,119 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $55,581 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 13.88% | 8.88%+5.0pp | 9.36%+4.5pp | 9.89%+4.0pp |
| Employer contribution / active EE | $10,703 | $15,976-33.0% | $31,270-65.8% | $14,313-25.2% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |