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 year Service code 15 · EIN 27-0628366 | Recordkeeping | $10,538 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,480 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,907 | $39,122-38.9% | $57,179-58.2% | $62,891-62.0% |
| Participation rate | 97.9% | 70.5%+27.4pp | 75.3%+22.6pp | 69.3%+28.6pp |
| Annual return | 9.67% | 9.23%+0.4pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,976 | $1,874+58.8% | $2,682+10.9% | $2,281+30.5% |
| Participant deferral / active EE | $2,691 | $2,374+13.3% | $3,096-13.1% | $3,203-16.0% |
| Admin fee / account holder | $110 | $2,592-95.8% | $3,139-96.5% | $4,296-97.4% |