Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $258,423 |
COMMERCE BANK7+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $40,922 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF OKLAHOMA Service code 49 · EIN 73-6017987 | Other Services | $30,591 |
Filed as: ONEDIGITAL Service code 17 · EIN 58-2522668 | Pension Consulting | $12,000 |
See 1 actuary disclosure with Solo.
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Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 10.55% | 9.72%+0.8pp | 10.75%-0.2pp | 13.24%-2.7pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,162-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |