Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 12 · EIN 61-0736136 | Claims processing | $275,000 |
US BANK4 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $207,397 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 13 · EIN 53-0181291 | Contract Administrator | $199,188 |
SMITH & HOWARD, PC5+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $27,500 |
KILPATRICK TOWNSEND5+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $23,100 |
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 20.34% | 33.70%-13.4pp | 14.64%+5.7pp | 53.27%-32.9pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |