Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $698,570 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $115,317 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $12,599 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 9.91% | 9.22%+0.7pp | 6.25%+3.7pp | 9.22%+0.7pp |
| Employer contribution / active EE | $4,742 | $13,567-65.0% | $26,962-82.4% | $13,567-65.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $517-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |