Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $43,366 |
MERCER3 years Service code 11 · EIN 13-2934414 | Actuarial | $15,545 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,472,696-100.0% | $433,529-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 22.9%-22.9pp | 0.7%-0.7pp |
| Annual return | 36.47% | 13.24%+23.2pp | 12.74%+23.7pp | 13.24%+23.2pp |
| Employer contribution / active EE | $12,500 | $14,616-14.5% | $33,332-62.5% | $14,616-14.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $157-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,396-100.0% | $4,137-100.0% |