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.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $244,533 |
MERCER5 years Service code 11 · EIN 13-2934414 | Actuarial | $85,604 |
BENEFITFOCUS.COM, INC.6+ years Service code 13 · EIN 57-1099948 | Contract Administrator | $9,700 |
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 | $444,552-100.0% | $433,529-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 22.9%-22.9pp | 3.7%-3.7pp |
| Annual return | 36.10% | 15.63%+20.5pp | 12.74%+23.4pp | 15.63%+20.5pp |
| Employer contribution / active EE | $17,019 | $11,476+48.3% | $33,332-48.9% | $11,476+48.3% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $157-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,396-100.0% | $429-100.0% |