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 | $243,106 |
MERCER1+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $62,336 |
JOHNSON LAMBERT LLP1+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $22,823 |
MORGAN LEWIS1+ years Service code 29 · EIN 02-0476209 | Legal | $8,886 |
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 | $82,408 | $75,760+8.8% | $123,104-33.1% | $59,188+39.2% |
| Participation rate | 82.9% | 86.0%-3.1pp | 86.8%-3.8pp | 69.4%+13.5pp |
| Annual return | -0.16% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,037 | $3,415-40.4% | $5,151-60.5% | $2,098-2.9% |
| Participant deferral / active EE | $4,462 | $5,000-10.8% | $6,230-28.4% | $3,265+36.7% |
| Admin fee / account holder | $89 | $61+45.7% | $9,015-99.0% | $92-4.0% |