Filed May 3, 2010 (most recent of 3 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 | $423,879 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,923 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $17,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,941 | $85,635+5.0% | $123,892-27.4% | $63,975+40.6% |
| Participation rate | 48.4% | 74.9%-26.6pp | 81.4%-33.0pp | 71.1%-22.8pp |
| Annual return | 8.57% | 15.74%-7.2pp | 47.52%-38.9pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,580 | $3,076-48.6% | $4,617-65.8% | $2,182-27.6% |
| Participant deferral / active EE | $4,017 | $5,667-29.1% | $5,984-32.9% | $3,356+19.7% |
| Admin fee / account holder | $166 | $75+121.9% | $8,357-98.0% | $70+136.0% |