Filed May 4, 2021 (most recent of 4 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 |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Service code 21 · EIN 04-2755549 | Bank Trustee | $594,182 |
Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 01-0551784 | Bank Trustee | $18,183 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 81-2721934 | Bank Trustee | $10,529 |
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.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 3.10% | 33.70%-30.6pp | 14.64%-11.5pp | 53.27%-50.2pp |
| Employer contribution / active EE | $46,012 | $14,473+217.9% | $41,831+10.0% | $14,774+211.4% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |