Filed November 4, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $23,563 |
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $19,135 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $12,238 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $793,067-100.0% | $793,067-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | 12.41% | 3.18%+9.2pp | 10.21%+2.2pp | 259.13%-246.7pp |
| Employer contribution / active EE | $13,690 | $54,473-74.9% | $40,687-66.4% | $41,469-67.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |