Filed December 18, 2023 (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 |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $100,980 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $24,465 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $21,999 |
ELLWOOD ASSOCIATES7+ years Service code 28 · EIN 36-3121777 | Investment Management | $20,587 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $54,982-100.0% | $227,282-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 35.4%-35.4pp | 8.4%-8.4pp |
| Annual return | 10.96% | 9.11%+1.9pp | 10.75%+0.2pp | 18.34%-7.4pp |
| Employer contribution / active EE | $10,152 | $16,122-37.0% | $35,162-71.1% | $14,665-30.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $82-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $3,192-100.0% | $4,611-100.0% | $9,141-100.0% |