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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $348,204 |
SLC MANAGEMENT3 years Service code 71 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Brokerage Fees | $66,354 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,231 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $21,320 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $15,810 |
See 1 actuary disclosure with Solo.
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Annual investment return 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 | $779,308-100.0% | $748,470-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | -19.05% | -0.99%-18.1pp | 0.46%-19.5pp | -14.65%-4.4pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,631-100.0% |