Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Service code 21 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $7,848 |
WELLS FARGO BANK, N.A.7+ years Service code 21 1 N. JEFFERSON AVE. · SAINT LOUIS, MO 63103 | Bank Trustee | $4,334 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 3.32% | 30.31%-27.0pp | 14.84%-11.5pp | 11.84%-8.5pp |
| Employer contribution / active EE | $7,410 | $21,473-65.5% | $37,950-80.5% | $17,339-57.3% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |