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 | $293,682 |
MERCER3+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $72,285 |
MORGAN LEWIS3+ years Service code 29 · EIN 02-0476209 | Legal | $40,392 |
JOHNSON LAMBERT LLP3+ years Filed as: JOHNSON LAMBERT & CO., LLP Service code 10 · EIN 52-1446779 | Accounting | $29,006 |
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 | $106,928 | $89,274+19.8% | $149,718-28.6% | $77,958+37.2% |
| Participation rate | 78.9% | 87.6%-8.8pp | 87.1%-8.2pp | 71.6%+7.2pp |
| Annual return | 17.46% | 20.36%-2.9pp | 1501.63%-1484.2pp | 20.87%-3.4pp |
| Employer contribution / active EE | $1,998 | $3,727-46.4% | $5,445-63.3% | $2,310-13.5% |
| Participant deferral / active EE | $4,593 | $5,382-14.7% | $6,569-30.1% | $3,537+29.9% |
| Admin fee / account holder | $121 | $240-49.4% | $11,283-98.9% | $97+24.7% |