Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $20,004 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 41-1592157 | Bank Trustee | $3,146 |
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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 7.23% | 13.23%-6.0pp | 12.88%-5.6pp | 10.21%-3.0pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |