Filed February 8, 2017
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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $150,814 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $11,250 |
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 | $43,028 | $62,267-30.9% | $110,238-61.0% | $55,725-22.8% |
| Participation rate | 91.1% | 78.1%+13.0pp | 79.8%+11.3pp | 70.9%+20.3pp |
| Annual return | -2.99% | -1.07%-1.9pp | 314.74%-317.7pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,689 | $3,516+33.4% | $4,672+0.4% | $3,356+39.7% |
| Admin fee / account holder | $135 | $121+11.6% | $8,547-98.4% | $115+17.2% |