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 LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,083,212 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $121,429 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,500 |
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.
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 | $59,704-100.0% | $567,892-100.0% | $59,704-100.0% |
| Participation rate | 0.0% | 30.5%-30.5pp | 100.0%-100.0pp | 30.5%-30.5pp |
| Annual return | 6.97% | 6.59%+0.4pp | 5.58%+1.4pp | 6.59%+0.4pp |
| Employer contribution / active EE | $15,052 | $6,727+123.8% | $14,683+2.5% | $6,727+123.8% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $299-100.0% | $22,247-100.0% | $299-100.0% |