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 LLC3 years Service code 27 · EIN 27-0628366 | Advisory (Plan) | $14,781 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,200 | $55,002-43.3% | $59,878-47.9% | $56,287-44.6% |
| Participation rate | 76.3% | 75.9%+0.4pp | 74.7%+1.6pp | 69.9%+6.4pp |
| Annual return | -5.59% | 1.13%-6.7pp | 3.46%-9.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,330 | $2,448-4.8% | $2,722-14.4% | $2,111+10.4% |
| Participant deferral / active EE | $1,992 | $3,121-36.2% | $3,402-41.4% | $3,350-40.5% |
| Admin fee / account holder | $94 | $236-60.1% | $3,590-97.4% | $521-82.0% |