Filed April 26, 2018 (most recent of 6 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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $409,431 |
MERCER1+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $91,662 |
JOHNSON LAMBERT LLP1+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $44,244 |
MORGAN LEWIS1+ years Service code 29 · EIN 02-0476209 | Legal | $13,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,714 | $75,760+76.5% | $123,104+8.6% | $59,188+125.9% |
| Participation rate | 93.1% | 86.0%+7.1pp | 86.8%+6.3pp | 69.4%+23.7pp |
| Annual return | -0.02% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,846 | $3,415+12.6% | $5,151-25.3% | $2,098+83.3% |
| Participant deferral / active EE | $5,793 | $5,000+15.8% | $6,230-7.0% | $3,265+77.4% |
| Admin fee / account holder | $96 | $61+57.6% | $9,015-98.9% | $92+3.8% |