Filed June 20, 2018 (most recent of 3 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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $147,257 |
Service code 11 · EIN 45-4124285 | Actuarial | $86,376 |
Filed as: ASSOCIATED BENEFITS CORPORATON Service code 14 · EIN 42-1279416 | Plan Administrator | $11,341 |
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 | $21,578,776-100.0% | $148,425-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 8.68% | 33.37%-24.7pp | 38.14%-29.5pp | 33.37%-24.7pp |
| Employer contribution / active EE | $11,377 | $11,253+1.1% | $34,245-66.8% | $11,253+1.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $185-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,234-100.0% | $99,113-100.0% |