Filed March 17, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $99,984 |
Filed as: FIDELITY INV INST'L OP CO, LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $42,480 |
FOLEY & LARDNER LLP3 years Service code 29 · EIN 39-0473800 | Legal | $29,275 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $20,250 |
Service code 10 · EIN 91-0425694 | Accounting | $9,798 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.05% | 7.97%-0.9pp | 7.70%-0.6pp | 37.74%-30.7pp |
| Employer contribution / active EE | $0 | $15,841-100.0% | $28,478-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |