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 LLC7 years Service code 27 · EIN 27-0628366 | Advisory (Plan) | $21,321 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,021 |
Service code 15 · EIN 36-4517541 | Recordkeeping | $225 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,711 | $60,989-46.4% | $60,874-46.3% | $66,914-51.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -17.27% | -9.60%-7.7pp | 16.90%-34.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,671 | $2,661+38.0% | $2,701+35.9% | $2,544+44.3% |
| Participant deferral / active EE | $3,685 | $3,615+1.9% | $3,817-3.5% | $4,237-13.0% |
| Admin fee / account holder | $17 | $338-95.1% | $3,224-99.5% | $593-97.2% |