Filed August 6, 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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $104,899 |
NEPC, LLC1+ years Service code 28 · EIN 26-1429809 | Investment Management | $19,989 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $13,120 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $9,350 |
See 1 actuary disclosure with Solo.
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Participant 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.
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% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.75% | -2.09%+0.3pp | -1.68%-0.1pp | -0.60%-1.1pp |
| Employer contribution / active EE | $10,210 | $29,352-65.2% | $44,959-77.3% | $12,272-16.8% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |