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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $587,875 |
MORGAN LEWIS3 years Filed as: MORGAN LEWIS & BOCKI LLP Service code 29 · EIN 23-0891050 | Legal | $87,010 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,492 |
FISCHER DORWART, P.C.6+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $48,130 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,938 | $127,481-9.1% | $149,696-22.6% | $90,288+28.4% |
| Participation rate | 57.4% | 78.2%-20.9pp | 82.5%-25.1pp | 73.4%-16.0pp |
| Annual return | 28.10% | 57.78%-29.7pp | 276.60%-248.5pp | 53.97%-25.9pp |
| Employer contribution / active EE | $990 | $3,448-71.3% | $4,644-78.7% | $2,524-60.8% |
| Participant deferral / active EE | $4,618 | $6,975-33.8% | $6,842-32.5% | $4,232+9.1% |
| Admin fee / account holder | $189 | $152+24.3% | $9,309-98.0% | $114+65.3% |