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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL SERVICES & SUPPORT LLC4+ years Service code 11 · EIN 27-4483809 | Actuarial | $7,985 |
WATSON, COOKE, AND JONES, PA3 years Service code 10 · EIN 20-3240092 | Accounting | $5,270 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 4.60% | 13.58%-9.0pp | 18.06%-13.5pp | 13.59%-9.0pp |
| Employer contribution / active EE | $17,031 | $15,445+10.3% | $30,411-44.0% | $14,592+16.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |