Filed September 5, 2023 (most recent of 5 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $63,502 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC. Service code 71 · EIN 13-3451974 | Brokerage Fees | $34,143 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS DISTRIBUTOR, INC. Service code 71 TWO WORLD FINCL CTR, 225 LIBERTY ST · NEW YORK, NY 102811008 | Brokerage Fees | $19,659 |
TATE & TRYON2+ years Service code 10 · EIN 52-1855942 | Accounting | $16,816 |
BLACKROCK2+ years Service code 71 55 E 52ND ST · NEW YORK, NY 100550002 | Brokerage Fees | $15,652 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $11,321 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,950 |
See 1 actuary disclosure with Solo.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.26% | 4.23%+3.0pp | 3.97%+3.3pp | 4.56%+2.7pp |
| Employer contribution / active EE | $23,810 | $16,147+47.5% | $28,168-15.5% | $15,526+53.4% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |