Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 employees
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $883,922 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $128,481 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,200 |
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.
Annual investment return 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 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 | $0 | $535,792-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | -5.02% | -0.76%-4.3pp | -4.05%-1.0pp | -0.76%-4.3pp |
| Employer contribution / active EE | $4,726 | $3,556+32.9% | $23,870-80.2% | $3,556+32.9% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $0 | $23,039-100.0% | - |