Filed June 7, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-5322603 | Actuarial | $71,450 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $12,104 |
BERRY DUNN1+ years Filed as: BERY DUNN MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $9,050 |
VERRILL DANA LLP1+ years Filed as: VERRILL DANNA LLP Service code 10 ONE PORTLAND SQUARE · PORTLAND, ME 04102 | Accounting | $7,740 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.31% | -0.96%-0.3pp | -2.00%+0.7pp | -0.60%-0.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,470-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |