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 LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $155,288 |
SLC MANAGEMENT5 years Service code 71 1 SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Brokerage Fees | $55,561 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,602 |
MCKONLY & ASBURY LLP3 years Filed as: MCKONLY & ASBURY Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $17,160 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 15 · EIN 52-2037618 | Recordkeeping | $13,545 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 4.75% | 7.83%-3.1pp | 8.34%-3.6pp | 13.05%-8.3pp |
| Employer contribution / active EE | $31,667 | $35,005-9.5% | $30,799+2.8% | $37,639-15.9% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |