Filed June 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 28 · EIN 12-3957095 | Investment Management | $297,787 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MNGT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $262,202 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $134,450 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN GARRIS, LLC Service code 10 · EIN 36-4565693 | Accounting | $16,500 |
HAM, LANGSTON & BREZINA, LLP4+ years Service code 10 · EIN 76-0448495 | Accounting | $14,095 |
See 1 actuary disclosure with Solo.
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Employer 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.
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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 30.03% | 9.01%+21.0pp | 7.18%+22.8pp | 8.23%+21.8pp |
| Employer contribution / active EE | $0 | $12,511-100.0% | $35,855-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |