Filed August 28, 1
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,116 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70,125 |
USI CONSULTING GROUP1 year Filed as: USI Service code 15 · EIN 06-1053228 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,992 | $144,996+26.2% | $111,297+64.4% | $93,030+96.7% |
| Participation rate | 94.3% | 86.2%+8.1pp | 77.3%+17.0pp | 73.9%+20.4pp |
| Annual return | 12.60% | 18.26%-5.7pp | 54.65%-42.0pp | 158.70%-146.1pp |
| Employer contribution / active EE | $2,141 | $3,056-30.0% | $2,731-21.6% | $2,706-20.9% |
| Participant deferral / active EE | $8,334 | $5,587+49.2% | $4,487+85.7% | $4,562+82.7% |
| Admin fee / account holder | $140 | $103+35.4% | $7,964-98.2% | $152-7.6% |