Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $17,500 |
THOMAS WEISEL PARTNERS6+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $10,718 |
BRADY MARTZ & ASSOCIATES1 year Service code 10 · EIN 45-0310328 | Accounting | $7,000 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 13.04% | 14.11%-1.1pp | 8.35%+4.7pp | 11.45%+1.6pp |
| Employer contribution / active EE | $10,685 | $29,055-63.2% | $27,010-60.4% | $17,219-37.9% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |