Filed June 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $1,015,240 |
KPMG LLP5 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $33,165 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 10.34% | 35.98%-25.6pp | 10.75%-0.4pp | 15.63%-5.3pp |
| Employer contribution / active EE | $5,874 | $8,396-30.0% | $35,162-83.3% | $11,476-48.8% |
| Participant deferral / active EE | $228 | $812-71.9% | $82+177.3% | $1,127-79.8% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |