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.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $106,385 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 16 · EIN 59-1237041 | Consulting | $45,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,051 | $78,419-27.2% | $133,956-57.4% | $73,409-22.3% |
| Participation rate | 90.8% | 78.6%+12.2pp | 79.8%+10.9pp | 72.2%+18.6pp |
| Annual return | 15.32% | 33.35%-18.0pp | 45.09%-29.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,241 | $3,925+33.5% | $5,048+3.8% | $3,805+37.7% |
| Admin fee / account holder | $119 | $161-26.5% | $8,927-98.7% | $158-24.9% |