Filed February 26, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 11 · EIN 30-0282430 | Actuarial | $421,652 |
MERCER9+ years Service code 52 · EIN 13-2834414 | Indirect Investment Fees | $334,721 |
REGIONS BANK9+ years Filed as: REGIONS Service code 21 · EIN 63-6129301 | Bank Trustee | $89,966 |
WARREN AVERETT, LLC8 years Service code 10 · EIN 45-4084437 | Accounting | $27,346 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 10.59% | 8.26%+2.3pp | 9.51%+1.1pp | 9.11%+1.5pp |
| Employer contribution / active EE | $854 | $17,413-95.1% | $23,377-96.3% | $12,231-93.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |