Filed October 27, 2014
Total covered: 120 employees
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.1+ years Service code 11 · EIN 94-1347393 | Actuarial | $885,210 |
DELOITTE & TOUCHE LLP1+ years Filed as: BRYAN PENDLETON SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $69,788 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $37,800 |
ENNIS, PELLUM & ASSOCIATES1+ years Service code 10 · EIN 59-1843700 | Accounting | $29,400 |
DAY PITNEY LLP1+ years Service code 10 · EIN 06-0317480 | Accounting | $5,336 |
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.
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 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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -3.02% | 2.41%-5.4pp | -2.90%-0.1pp | -0.60%-2.4pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |