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 | $245,104 |
MERCER2+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $37,227 |
JOHNSON LAMBERT LLP2+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $24,000 |
MORGAN LEWIS2+ years Service code 29 · EIN 02-0476209 | Legal | $22,046 |
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 | $86,465 | $80,354+7.6% | $133,980-35.5% | $63,975+35.2% |
| Participation rate | 86.4% | 87.5%-1.1pp | 87.1%-0.6pp | 71.1%+15.3pp |
| Annual return | 7.38% | 13.11%-5.7pp | 29.30%-21.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,310 | $3,503-34.1% | $5,211-55.7% | $2,182+5.9% |
| Participant deferral / active EE | $4,750 | $5,239-9.3% | $6,282-24.4% | $3,356+41.5% |
| Admin fee / account holder | $86 | $69+23.4% | $9,324-99.1% | $70+21.4% |