Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $196,741 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $84,663 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-1520346 | Contract Administrator | $24,817 |
KSDT & CO, LLC.1 year Filed as: KSDT, CPA Service code 10 · EIN 20-5471435 | Accounting | $17,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,520-100.0% | $628,955-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 41.9%-41.9pp | 2.1%-2.1pp |
| Annual return | 5.55% | 7.65%-2.1pp | 8.15%-2.6pp | 7.65%-2.1pp |
| Employer contribution / active EE | $6,349 | $20,599-69.2% | $42,534-85.1% | $20,599-69.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $12-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $12,760-100.0% | $193-100.0% |