Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $27,331 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $22,823 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $14,065 |
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.
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 | $861,422-100.0% | $861,422-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 14.3%-14.3pp | 37.6%-37.6pp |
| Annual return | 8.53% | 3.34%+5.2pp | 6.57%+2.0pp | 9.30%-0.8pp |
| Employer contribution / active EE | $7,372 | $46,945-84.3% | $34,489-78.6% | $43,742-83.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |