Filed November 23, 2022 (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.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $63,743 |
MERCER3 years Service code 11 · EIN 13-2934414 | Actuarial | $29,512 |
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.
Annual investment return 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 | $46,244-100.0% | $189,344-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 30.4%-30.4pp | 2.8%-2.8pp |
| Annual return | 4.44% | 16.32%-11.9pp | 11.02%-6.6pp | 16.32%-11.9pp |
| Employer contribution / active EE | $14,371 | $17,007-15.5% | $33,824-57.5% | $17,007-15.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $418-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,088-100.0% | $127-100.0% |