See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $89,421 |
MERCER3 years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $79,147 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $7,340 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | -2.87% | 13.58%-16.4pp | 18.06%-20.9pp | 13.59%-16.5pp |
| Employer contribution / active EE | $16,786 | $15,445+8.7% | $30,411-44.8% | $14,592+15.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |