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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $157,657 |
SLC MANAGEMENT1 year Service code 71 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Brokerage Fees | $51,338 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $27,066 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER FUNDS DISTRIBUTOR, INC. Service code 72 | Other investment fees and expenses | $18,276 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $17,225 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $14,280 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 72 | Other investment fees and expenses | $6,489 |
BLACKROCK6+ years Service code 72 55 E 52ND ST · NEW YORK, NY 100550002 | Other investment fees and expenses | $3,912 |
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.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 19.48% | 8.57%+10.9pp | 7.87%+11.6pp | 9.29%+10.2pp |
| Employer contribution / active EE | $4,286 | $19,481-78.0% | $31,768-86.5% | $15,168-71.7% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |