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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $188,736 |
SLC MANAGEMENT4 years Service code 71 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Brokerage Fees | $69,908 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,566 |
MCKONLY & ASBURY LLP2 years Filed as: MCKONLY & ASBURY Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $16,120 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $3,465 |
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.
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 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 10.08% | 9.19%+0.9pp | 9.36%+0.7pp | 24.42%-14.3pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |