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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $480,090 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,900 |
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 | $102,736 | $96,458+6.5% | $136,294-24.6% | $77,958+31.8% |
| Participation rate | 49.0% | 75.4%-26.4pp | 81.9%-32.9pp | 71.6%-22.6pp |
| Annual return | 29.49% | 23.78%+5.7pp | 5155.94%-5126.4pp | 20.87%+8.6pp |
| Employer contribution / active EE | $1,671 | $3,144-46.8% | $4,695-64.4% | $2,310-27.7% |
| Participant deferral / active EE | $4,347 | $5,902-26.3% | $6,247-30.4% | $3,537+22.9% |
| Admin fee / account holder | $152 | $80+89.2% | $9,243-98.4% | $97+56.3% |