Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-2333346 | Contract Administrator | $27,600 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $20,425 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,250 |
See 1 actuary disclosure with Solo.
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Employer 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 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 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 7.87% | 6.68%+1.2pp | 1.15%+6.7pp | 11.88%-4.0pp |
| Employer contribution / active EE | $2,175 | $17,550-87.6% | $26,339-91.7% | $14,612-85.1% |
| Participant deferral / active EE | $0 | $1,230-100.0% | $178-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |