Filed November 4, 2024 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $180,733 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $70,000 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $56,202 |
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 | $114,405 | $112,623+1.6% | $106,213+7.7% | $199,593-42.7% |
| Participation rate | 91.8% | 86.2%+5.5pp | 75.3%+16.5pp | 72.0%+19.8pp |
| Annual return | 14.29% | 15.57%-1.3pp | 116.14%-101.8pp | 34.25%-20.0pp |
| Employer contribution / active EE | $5,435 | $4,575+18.8% | $3,171+71.4% | $3,034+79.1% |
| Participant deferral / active EE | $5,465 | $6,659-17.9% | $5,016+8.9% | $5,087+7.4% |
| Admin fee / account holder | $145 | $107+35.5% | $11,033-98.7% | $269-46.1% |