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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $410,017 |
MERCER2+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $51,675 |
JOHNSON LAMBERT LLP2+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $44,000 |
MORGAN LEWIS2+ years Service code 29 · EIN 02-0476209 | Legal | $31,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,580 | $80,354+71.2% | $133,980+2.7% | $63,975+115.1% |
| Participation rate | 93.8% | 87.5%+6.3pp | 87.1%+6.7pp | 71.1%+22.6pp |
| Annual return | 7.12% | 13.11%-6.0pp | 29.30%-22.2pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,582 | $3,503+2.2% | $5,211-31.3% | $2,182+64.2% |
| Participant deferral / active EE | $5,797 | $5,239+10.7% | $6,282-7.7% | $3,356+72.7% |
| Admin fee / account holder | $89 | $69+28.4% | $9,324-99.0% | $70+26.3% |