Filed March 15, 2024
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 |
|---|---|---|
WBG ADVISORS LLC1+ years Filed as: WBG ADVISORS Service code 15 · EIN 27-0628366 | Recordkeeping | $9,492 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,665 | $40,256-48.7% | $57,343-64.0% | $59,632-65.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.15% | 27.49%-27.6pp | 24.39%-24.5pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,677 | $1,922+91.3% | $2,689+36.8% | $2,203+66.9% |
| Participant deferral / active EE | $2,777 | $2,399+15.7% | $3,162-12.2% | $3,192-13.0% |
| Admin fee / account holder | $56 | $2,818-98.0% | $3,356-98.3% | $4,297-98.7% |