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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $126,789 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $45,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,110 | $69,159-26.1% | $125,175-59.2% | $67,579-24.4% |
| Participation rate | 90.9% | 78.2%+12.7pp | 79.8%+11.2pp | 71.3%+19.7pp |
| Annual return | 22.08% | 27.12%-5.0pp | 43.79%-21.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,902 | $3,700+32.5% | $4,937-0.7% | $3,539+38.5% |
| Admin fee / account holder | $138 | $142-2.3% | $9,702-98.6% | $142-2.7% |