Filed September 13, 2019 (most recent of 4 filings on file)
Total covered: 93 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 42-0127290 | Actuarial | $59,606 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK MINNESOTA NA Service code 21 · EIN 41-1592157 | Bank Trustee | $20,853 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $12,250 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 11 · EIN 01-0233346 | Actuarial | $10,300 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 11.49% | 13.37%-1.9pp | 8.35%+3.1pp | 627.08%-615.6pp |
| Employer contribution / active EE | $0 | $19,895-100.0% | $27,010-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |