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 LLC5 years Service code 27 · EIN 27-0628366 | Advisory (Plan) | $17,661 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,071 |
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 | $39,565 | $65,322-39.4% | $70,449-43.8% | $73,488-46.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 16.73% | 15.71%+1.0pp | 109.03%-92.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $3,459 | $2,460+40.6% | $2,737+26.4% | $2,270+52.4% |
| Participant deferral / active EE | $3,274 | $3,375-3.0% | $3,709-11.7% | $3,740-12.4% |
| Admin fee / account holder | $47 | $214-77.8% | $3,845-98.8% | $513-90.8% |