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.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $299,172 |
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $104,100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $235,493-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 24.6%-24.6pp | 1.5%-1.5pp |
| Annual return | 3.96% | 23.41%-19.4pp | -6.07%+10.0pp | 23.41%-19.4pp |
| Employer contribution / active EE | $11,080 | $12,650-12.4% | $37,389-70.4% | $12,650-12.4% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $182-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $12,327-100.0% | $14,884-100.0% |