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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $504,340 |
MERCER3+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $141,534 |
MORGAN LEWIS3+ years Service code 29 · EIN 02-0476209 | Legal | $92,978 |
JOHNSON LAMBERT LLP3+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $55,794 |
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 | $165,215 | $96,400+71.4% | $149,718+10.4% | $177,276-6.8% |
| Participation rate | 84.9% | 88.9%-4.0pp | 87.1%-2.2pp | 74.8%+10.1pp |
| Annual return | 15.83% | 19.02%-3.2pp | 1501.63%-1485.8pp | 21.25%-5.4pp |
| Employer contribution / active EE | $3,446 | $3,680-6.4% | $5,445-36.7% | $2,479+39.0% |
| Participant deferral / active EE | $6,093 | $5,510+10.6% | $6,569-7.2% | $3,881+57.0% |
| Admin fee / account holder | $138 | $69+99.2% | $11,283-98.8% | $154-10.3% |