Filed September 3, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $200,000 |
MERCER6+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 12-2836954 1051 EAST CARY STREET · RICHMOND, VA 23219 | Actuarial | $174,970 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 901 E CARY STREET · RICHMOND, VA 23219 | Accounting | $17,800 |
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.
Employer contribution per participant 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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 14.28% | 9.42%+4.9pp | 9.65%+4.6pp | 12.86%+1.4pp |
| Employer contribution / active EE | $617 | $3,243-81.0% | $27,458-97.8% | $13,687-95.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |