Filed September 3, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $681,060 |
MERCER5 years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 | Actuarial | $146,263 |
ALBOURNE AMERICA LLC1 year Service code 27 · EIN 91-2164625 | Advisory (Plan) | $139,611 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $108,025 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $95,769 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $61,573 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $50,000 |
BSR & CO.5 years Service code 10 | Accounting | $29,405 |
EVESTMENT ALLIANCE LLC5 years Filed as: EVESTMENT Service code 27 · EIN 58-1433845 | Advisory (Plan) | $22,021 |
COVINGTON & BURLING LLP5 years Filed as: COVINGTON & BURLING, LLP Service code 29 · EIN 53-0018841 | Legal | $11,319 |
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 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.0%0pp |
| Annual return | 11.91% | 33.11%-21.2pp | 10.59%+1.3pp | 33.11%-21.2pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $43,976-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $166-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |