Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 12 · EIN 61-0736136 | Claims processing | $275,000 |
US BANK3 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $261,978 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $168,718 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $44,695 |
SMITH & HOWARD, PC4+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $28,000 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.33% | -1.12%-2.2pp | -2.18%-1.1pp | 0.19%-3.5pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |