Filed January 23, 2017 (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 |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $77,928 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 36-4019175 | Pension Consulting | $37,500 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 33-2514127 | Accounting | $19,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,099 | $91,762+70.1% | $67,502+131.3% | $77,643+101.0% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 10.98% | 14.87%-3.9pp | 3512.12%-3501.1pp | 31.24%-20.3pp |
| Employer contribution / active EE | $7,093 | $3,181+123.0% | $2,731+159.7% | $2,726+160.2% |
| Participant deferral / active EE | $9,231 | $3,903+136.5% | $4,000+130.8% | $4,647+98.6% |
| Admin fee / account holder | $202 | $176+14.6% | $3,998-95.0% | $430-53.1% |