Filed March 17, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Service code 11 · EIN 53-0181291 | Actuarial | $129,670 |
Filed as: FIDELITY INV INST'L OP CO, LLC Service code 13 · EIN 04-3532603 | Contract Administrator | $53,539 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $20,750 |
Service code 10 · EIN 91-0425694 | Accounting | $12,894 |
FOLEY & LARDNER LLP4 years Service code 29 · EIN 39-0473800 | Legal | $9,175 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.43% | 7.96%-6.5pp | 5.17%-3.7pp | 8.76%-7.3pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |