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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $555,175 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,375 |
FISCHER DORWART, P.C.4+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $41,948 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BOCKI LLP Service code 29 · EIN 23-0891050 | Legal | $34,491 |
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 | $89,299 | $88,874+0.5% | $123,544-27.7% | $75,289+18.6% |
| Participation rate | 56.1% | 75.9%-19.7pp | 82.3%-26.2pp | 72.4%-16.3pp |
| Annual return | -2.85% | 4.22%-7.1pp | 119.20%-122.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,912 | $3,256-41.3% | $4,628-58.7% | $2,405-20.5% |
| Participant deferral / active EE | $4,997 | $6,174-19.1% | $6,426-22.2% | $3,739+33.7% |
| Admin fee / account holder | $193 | $95+103.8% | $9,284-97.9% | $102+88.3% |