Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $483,241 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 94-3411725 | Investment Management | $44,903 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 36-6565596 | Accounting | $34,000 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $31,789 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $21,073 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $20,703 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD TOTAL INT ST IDX-IS #1869 Service code 28 · EIN 23-1945930 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -1.38% | 5.48%-6.9pp | 9.84%-11.2pp | 9.30%-10.7pp |
| Employer contribution / active EE | $12,719 | $9,127+39.4% | $30,320-58.0% | $12,557+1.3% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |